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

Brickley Wealth 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
2023 Q1	–	Sell	-3,001	Closed	-$245K	–	39
2022 Q4	$245K	Sell	3,001 -4,646	-61%	-$388K	0.07%	35
2022 Q3	$613K	Sell	7,647 -806	-10%	-$72.6K	0.2%	28
2022 Q2	$708K	Buy	8,453 +950	+13%	+$87.1K	0.22%	29
2022 Q1	$793K	Buy	+7,503	New	+$779K	0.21%	27

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Brickley Wealth Management's IUSG Position: Q1 2023 in Review

Brickley Wealth Management sold out of iShares Core S&P US Growth ETF (IUSG) in Q1 2023, closing a stake of 3,001 shares — an estimated $245K sold.

Brickley Wealth Management first reported a position in IUSG in Q1 2022 and held it in 4 quarters. The position peaked at $793K in Q1 2022. 553 funds tracked by Wall St. Rank hold IUSG as of Q1 2023.

Brickley Wealth Management reported no remaining iShares Core S&P US Growth ETF position as of Q1 2023 after selling out during the quarter.
Brickley Wealth Management sold 3,001 iShares Core S&P US Growth ETF shares in Q1 2023, an estimated $245K.
Brickley Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q1 2022 and held it in 4 quarters.
Brickley Wealth Management's iShares Core S&P US Growth ETF position peaked at $793K in Q1 2022.
553 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2023.

Based on Brickley Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.