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Bradley Foster & Sargent’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Bradley Foster & Sargent’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
-3,132
Closed -$362K – 480
2021
Q4 		$362K Hold
3,132
– – 0.01% 368
2021
Q3 		$321K Buy
+3,132
New +$331K 0.01% 357

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
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bradley Foster & Sargent's IUSG Position: Q1 2022 in Review

Bradley Foster & Sargent sold out of iShares Core S&P US Growth ETF (IUSG) in Q1 2022, closing a stake of 3,132 shares — an estimated $362K sold.

Bradley Foster & Sargent first reported a position in IUSG in Q3 2021 and held it in 2 quarters. The position peaked at $362K in Q4 2021. 526 funds tracked by Wall St. Rank hold IUSG as of Q1 2022.

  • Bradley Foster & Sargent reported no remaining iShares Core S&P US Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Bradley Foster & Sargent sold 3,132 iShares Core S&P US Growth ETF shares in Q1 2022, an estimated $362K.
  • Bradley Foster & Sargent first reported a position in iShares Core S&P US Growth ETF in Q3 2021 and held it in 2 quarters.
  • Bradley Foster & Sargent's iShares Core S&P US Growth ETF position peaked at $362K in Q4 2021.
  • 526 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2022.

Based on Bradley Foster & Sargent's 13F filing for Q1 2022, filed 16 May 2022.