BDO Wealth Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

BDO Wealth Advisors’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	-258	Closed	-$21K	–	1077
2022 Q4	$21K	Hold	258	–	–	﹤0.01%	571
2022 Q3	$21K	Hold	258	–	–	﹤0.01%	565
2022 Q2	$22K	Sell	258 -18	-7%	-$1.65K	﹤0.01%	545
2022 Q1	$29K	Hold	276	–	–	﹤0.01%	531
2021 Q4	$32K	Buy	276 +18	+7%	+$2.01K	﹤0.01%	528
2021 Q3	$26K	Sell	258 -21	-8%	-$2.22K	﹤0.01%	556
2021 Q2	$28K	Buy	279 +267	+2,225%	+$25.7K	﹤0.01%	557
2021 Q1	$1K	Buy	+12	New	+$1.08K	﹤0.01%	1081
2019 Q2	–	Sell	-1,451	Closed	-$88K	–	648
2019 Q1	$88K	Hold	1,451	–	–	0.03%	232
2018 Q4	$76K	Buy	1,451 +174	+14%	+$9.86K	0.03%	224
2018 Q3	$79K	Hold	1,277	–	–	0.03%	238
2018 Q2	$73K	Sell	1,277 -31	-2%	-$1.75K	0.02%	247
2018 Q1	$71K	Sell	1,308 -86	-6%	-$4.82K	0.03%	214
2017 Q4	$75K	Hold	1,394	–	–	0.03%	174
2017 Q3	$70K	Hold	1,394	–	–	0.03%	166
2017 Q2	$67K	Buy	+1,394	New	+$66.6K	0.03%	208

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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 $786B AUM 40.34% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BDO Wealth Advisors's IUSG Position: Q1 2023 in Review

BDO Wealth Advisors sold out of iShares Core S&P US Growth ETF (IUSG) in Q1 2023, closing a stake of 258 shares — an estimated $21K sold.

BDO Wealth Advisors first reported a position in IUSG in Q2 2017 and held it in 16 quarters. The position peaked at $88K in Q1 2019. 553 funds tracked by Wall St. Rank hold IUSG as of Q1 2023.

BDO Wealth Advisors reported no remaining iShares Core S&P US Growth ETF position as of Q1 2023 after selling out during the quarter.
BDO Wealth Advisors sold 258 iShares Core S&P US Growth ETF shares in Q1 2023, an estimated $21K.
BDO Wealth Advisors first reported a position in iShares Core S&P US Growth ETF in Q2 2017 and held it in 16 quarters.
BDO Wealth Advisors's iShares Core S&P US Growth ETF position peaked at $88K in Q1 2019.
553 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2023.

Based on BDO Wealth Advisors's 13F filing for Q1 2023, filed 9 May 2023.