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Benedetti & Gucer’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Benedetti & Gucer’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
2024
Q1 		$3.01M Buy
25,682
+311
+1% +$34.6K 1.5% 14
2023
Q4 		$2.64M Buy
25,371
+2,011
+9% +$198K 1.38% 17
2023
Q3 		$2.22M Buy
23,360
+661
+3% +$64.9K 1.21% 18
2023
Q2 		$2.22M Sell
22,699
-1,031
-4% -$94.6K 1.14% 18
2023
Q1 		$2.11M Buy
23,730
+1
+0% +$85 1.21% 16
2022
Q4 		$1.93M Buy
23,729
+1,123
+5% +$93.9K 1.42% 15
2022
Q3 		$1.81M Sell
22,606
-1,683
-7% -$152K 1.43% 15
2022
Q2 		$2.1M Sell
24,289
-1,285
-5% -$118K 1.42% 20
2022
Q1 		$2.7M Buy
25,574
+141
+0.6% +$14.6K 1.81% 12
2021
Q4 		$2.94M Sell
25,433
-317
-1% -$35.3K 1.99% 9
2021
Q3 		$2.64M Buy
25,750
+731
+3% +$77.2K 2.01% 8
2021
Q2 		$2.53M Buy
25,019
+1,865
+8% +$180K 2.27% 6
2021
Q1 		$2.1M Buy
+23,154
New +$2.09M 1.93% 10

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Benedetti & Gucer's IUSG Position: Q1 2024 in Review

Benedetti & Gucer increased its iShares Core S&P US Growth ETF (IUSG) stake by 1.2% in Q1 2024, buying an estimated $34.6K and bringing the position to 25,682 shares worth $3.01M. The position accounts for 1.5% of the portfolio, ranked #14.

Benedetti & Gucer first reported a position in IUSG in Q1 2021 and has held it in 13 quarters since. 641 funds tracked by Wall St. Rank hold IUSG as of Q1 2024.

  • Benedetti & Gucer held 25,682 shares of iShares Core S&P US Growth ETF worth $3.01M as of Q1 2024.
  • Benedetti & Gucer bought 311 iShares Core S&P US Growth ETF shares in Q1 2024, an estimated $34.6K.
  • iShares Core S&P US Growth ETF made up 1.5% of Benedetti & Gucer's portfolio in Q1 2024, its #14 holding.
  • Benedetti & Gucer first reported a position in iShares Core S&P US Growth ETF in Q1 2021 and has held it in 13 quarters since.
  • 641 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2024.

Based on Benedetti & Gucer's 13F filing for Q1 2024, filed 7 May 2024.