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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-210
Closed -$18.6K 1959
2023
Q1
$18.6K Sell
210
-81
-28% -$6.9K ﹤0.01% 2343
2022
Q4
$23.7K Buy
+291
New +$24.3K ﹤0.01% 2062
2022
Q3
Sell
-2,194
Closed -$183K 1209
2022
Q2
$183K Buy
+2,194
New +$201K 0.01% 860

Other funds holding IUSG

Belpointe Asset Management's IUSG Position: Q2 2023 in Review

Belpointe Asset Management sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2023, closing a stake of 210 shares — an estimated $18.6K sold.

Belpointe Asset Management first reported a position in IUSG in Q2 2022 and held it in 3 quarters. The position peaked at $183K in Q2 2022. 566 funds tracked by Wall St. Rank hold IUSG as of Q2 2023.

  • Belpointe Asset Management reported no remaining iShares Core S&P US Growth ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 210 iShares Core S&P US Growth ETF shares in Q2 2023, an estimated $18.6K.
  • Belpointe Asset Management first reported a position in iShares Core S&P US Growth ETF in Q2 2022 and held it in 3 quarters.
  • Belpointe Asset Management's iShares Core S&P US Growth ETF position peaked at $183K in Q2 2022.
  • 566 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.