Bartlett & Co’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Bartlett & Co’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
2023 Q1	–	Sell	-137	Closed	-$11K	–	1063
2022 Q4	$11K	Hold	137	–	–	﹤0.01%	814
2022 Q3	$11K	Hold	137	–	–	﹤0.01%	808
2022 Q2	$11K	Hold	137	–	–	﹤0.01%	844
2022 Q1	$14K	Buy	+137	New	+$14.2K	﹤0.01%	781
2021 Q4	–	Sell	-137	Closed	-$14K	–	644
2021 Q3	$14K	Sell	137 -85	-38%	-$8.98K	﹤0.01%	672
2021 Q2	$22K	Hold	222	–	–	﹤0.01%	615
2021 Q1	$20K	Buy	222 +85	+62%	+$7.66K	﹤0.01%	666
2020 Q4	$12K	Buy	137 +86	+169%	+$7.24K	﹤0.01%	715
2020 Q3	$4K	Buy	+51	New	+$4K	﹤0.01%	747

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

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

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 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

Bartlett & Co's IUSG Position: Q1 2023 in Review

Bartlett & Co sold out of iShares Core S&P US Growth ETF (IUSG) in Q1 2023, closing a stake of 137 shares — an estimated $11K sold.

Bartlett & Co first reported a position in IUSG in Q3 2020 and held it in 9 quarters. The position peaked at $22K in Q2 2021. 553 funds tracked by Wall St. Rank hold IUSG as of Q1 2023.

Bartlett & Co reported no remaining iShares Core S&P US Growth ETF position as of Q1 2023 after selling out during the quarter.
Bartlett & Co sold 137 iShares Core S&P US Growth ETF shares in Q1 2023, an estimated $11K.
Bartlett & Co first reported a position in iShares Core S&P US Growth ETF in Q3 2020 and held it in 9 quarters.
Bartlett & Co's iShares Core S&P US Growth ETF position peaked at $22K in Q2 2021.
553 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2023.

Based on Bartlett & Co's 13F filing for Q1 2023, filed 6 Apr 2023.