Barrett Asset Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Barrett Asset Management’s Portfolio IUSG Stock Details IUSG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-350	Closed	-$40K	–	336
2021 Q4	$40K	Buy	350 +84	+32%	+$9.36K	﹤0.01%	424
2021 Q3	$27K	Hold	266	–	–	﹤0.01%	365
2021 Q2	$27K	Hold	266	–	–	﹤0.01%	358
2021 Q1	$24K	Hold	266	–	–	﹤0.01%	347
2020 Q4	$24K	Buy	+266	New	+$22.4K	﹤0.01%	313
2020 Q1	–	Sell	-136	Closed	-$9K	–	359
2019 Q4	$9K	Hold	136	–	–	﹤0.01%	328
2019 Q3	$9K	Hold	136	–	–	﹤0.01%	311
2019 Q2	$9K	Hold	136	–	–	﹤0.01%	315
2019 Q1	$8K	Hold	136	–	–	﹤0.01%	326
2018 Q4	$7K	Hold	136	–	–	﹤0.01%	328
2018 Q3	$8K	Hold	136	–	–	﹤0.01%	333
2018 Q2	$8K	Hold	136	–	–	﹤0.01%	339
2018 Q1	$7K	Buy	+136	New	+$7.63K	﹤0.01%	352

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Barrett Asset Management's IUSG Position: Q1 2022 in Review

Barrett Asset Management sold out of iShares Core S&P US Growth ETF (IUSG) in Q1 2022, closing a stake of 350 shares — an estimated $40K sold.

Barrett Asset Management first reported a position in IUSG in Q1 2018 and held it in 13 quarters. The position peaked at $40K in Q4 2021. 526 funds tracked by Wall St. Rank hold IUSG as of Q1 2022.

Barrett Asset Management reported no remaining iShares Core S&P US Growth ETF position as of Q1 2022 after selling out during the quarter.
Barrett Asset Management sold 350 iShares Core S&P US Growth ETF shares in Q1 2022, an estimated $40K.
Barrett Asset Management first reported a position in iShares Core S&P US Growth ETF in Q1 2018 and held it in 13 quarters.
Barrett Asset Management's iShares Core S&P US Growth ETF position peaked at $40K in Q4 2021.
526 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2022.

Based on Barrett Asset Management's 13F filing for Q1 2022, filed 16 May 2022.