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

Bison Wealth’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	-64	Closed	-$7K	–	388
2021 Q4	$7K	Hold	64	–	–	﹤0.01%	321
2021 Q3	$7K	Hold	64	–	–	﹤0.01%	434
2021 Q2	$6K	Hold	64	–	–	﹤0.01%	427
2021 Q1	$6K	Hold	64	–	–	﹤0.01%	431
2020 Q4	$6K	Hold	64	–	–	﹤0.01%	381
2020 Q3	$5K	Hold	64	–	–	﹤0.01%	338
2020 Q2	$5K	Hold	64	–	–	﹤0.01%	328
2020 Q1	$4K	Hold	64	–	–	﹤0.01%	312
2019 Q4	$4K	Buy	+64	New	+$4.15K	﹤0.01%	376

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

Bison Wealth's IUSG Position: Q1 2022 in Review

Bison Wealth sold out of iShares Core S&P US Growth ETF (IUSG) in Q1 2022, closing a stake of 64 shares — an estimated $7K sold.

Bison Wealth first reported a position in IUSG in Q4 2019 and held it in 9 quarters. The position peaked at $7K in Q4 2021. 526 funds tracked by Wall St. Rank hold IUSG as of Q1 2022.

Bison Wealth reported no remaining iShares Core S&P US Growth ETF position as of Q1 2022 after selling out during the quarter.
Bison Wealth sold 64 iShares Core S&P US Growth ETF shares in Q1 2022, an estimated $7K.
Bison Wealth first reported a position in iShares Core S&P US Growth ETF in Q4 2019 and held it in 9 quarters.
Bison Wealth's iShares Core S&P US Growth ETF position peaked at $7K in Q4 2021.
526 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2022.

Based on Bison Wealth's 13F filing for Q1 2022, filed 12 May 2022.