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

Berkshire 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	-8,898	Closed	-$1.03M	–	212
2021 Q4	$1.03M	Buy	8,898 +5,959	+203%	+$664K	0.06%	119
2021 Q3	$301K	Sell	2,939 -999	-25%	-$106K	0.02%	197
2021 Q2	$398K	Buy	+3,938	New	+$379K	0.03%	173
2019 Q1	–	Sell	-4,127	Closed	-$217K	–	225
2018 Q4	$217K	Buy	+4,127	New	+$234K	0.02%	200
2017 Q3	–	Sell	-7,716	Closed	-$374K	–	199
2017 Q2	$374K	Buy	+7,716	New	+$368K	0.04%	143
2017 Q1	–	Sell	-9,551	Closed	-$410K	–	194
2016 Q4	$410K	Buy	+9,551	New	+$405K	0.05%	128

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

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

Berkshire Asset Management sold out of iShares Core S&P US Growth ETF (IUSG) in Q1 2022, closing a stake of 8,898 shares — an estimated $1.03M sold.

Berkshire Asset Management first reported a position in IUSG in Q4 2016 and held it in 6 quarters. The position peaked at $1.03M in Q4 2021. 526 funds tracked by Wall St. Rank hold IUSG as of Q1 2022.

Berkshire Asset Management reported no remaining iShares Core S&P US Growth ETF position as of Q1 2022 after selling out during the quarter.
Berkshire Asset Management sold 8,898 iShares Core S&P US Growth ETF shares in Q1 2022, an estimated $1.03M.
Berkshire Asset Management first reported a position in iShares Core S&P US Growth ETF in Q4 2016 and held it in 6 quarters.
Berkshire Asset Management's iShares Core S&P US Growth ETF position peaked at $1.03M in Q4 2021.
526 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2022.

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