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

Burt Wealth Advisors’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 Q2	–	Sell	-4,974	Closed	-$442K	–	108
2023 Q1	$442K	Buy	4,974 +38	+0.8%	+$3.24K	0.14%	60
2022 Q4	$402K	Hold	4,936	–	–	0.13%	67
2022 Q3	$396K	Hold	4,936	–	–	0.16%	51
2022 Q2	$413K	Hold	4,936	–	–	0.14%	54
2022 Q1	$522K	Sell	4,936 -1,455	-23%	-$151K	0.16%	49
2021 Q4	$739K	Hold	6,391	–	–	0.24%	39
2021 Q3	$655K	Sell	6,391 -1,185	-16%	-$125K	0.21%	40
2021 Q2	$765K	Sell	7,576 -39	-0.5%	-$3.76K	0.28%	33
2021 Q1	$691K	Hold	7,615	–	–	0.25%	34
2020 Q4	$675K	Sell	7,615 -235	-3%	-$19.8K	0.23%	36
2020 Q3	$628K	Hold	7,850	–	–	0.23%	32
2020 Q2	$564K	Hold	7,850	–	–	0.23%	32
2020 Q1	$448K	Hold	7,850	–	–	0.2%	40
2019 Q4	$531K	Hold	7,850	–	–	0.21%	41
2019 Q3	$494K	Sell	7,850 -60	-0.8%	-$3.79K	0.2%	41
2019 Q2	$496K	Hold	7,910	–	–	0.22%	41
2019 Q1	$477K	Hold	7,910	–	–	0.22%	40
2018 Q4	$417K	Hold	7,910	–	–	0.2%	51
2018 Q3	$491K	Hold	7,910	–	–	0.22%	41
2018 Q2	$452K	Hold	7,910	–	–	0.22%	40
2018 Q1	$432K	Hold	7,910	–	–	0.22%	39
2017 Q4	$425K	Hold	7,910	–	–	0.26%	39
2017 Q3	$399K	Hold	7,910	–	–	0.26%	40
2017 Q2	$381K	Hold	7,910	–	–	0.26%	40
2017 Q1	$367K	Hold	7,910	–	–	0.26%	41
2016 Q4	$339K	Hold	7,910	–	–	0.3%	47
2016 Q3	$336K	Hold	7,910	–	–	0.36%	39
2016 Q2	$323K	Hold	7,910	–	–	0.36%	40
2016 Q1	$321K	Hold	7,910	–	–	0.29%	40
2015 Q4	$321K	Hold	7,910	–	–	0.26%	42
2015 Q3	$300K	Hold	7,910	–	–	0.37%	35
2015 Q2	$321K	Hold	7,910	–	–	0.35%	42
2015 Q1	$321K	Hold	7,910	–	–	0.33%	33
2014 Q4	$320K	Buy	+7,910	New	+$302K	0.34%	42

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

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

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Burt Wealth Advisors's IUSG Position: Q2 2023 in Review

Burt Wealth Advisors sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2023, closing a stake of 4,974 shares — an estimated $442K sold.

Burt Wealth Advisors first reported a position in IUSG in Q4 2014 and held it in 34 quarters. The position peaked at $765K in Q2 2021. 566 funds tracked by Wall St. Rank hold IUSG as of Q2 2023.

Burt Wealth Advisors reported no remaining iShares Core S&P US Growth ETF position as of Q2 2023 after selling out during the quarter.
Burt Wealth Advisors sold 4,974 iShares Core S&P US Growth ETF shares in Q2 2023, an estimated $442K.
Burt Wealth Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2014 and held it in 34 quarters.
Burt Wealth Advisors's iShares Core S&P US Growth ETF position peaked at $765K in Q2 2021.
566 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2023.

Based on Burt Wealth Advisors's 13F filing for Q2 2023, filed 18 Jul 2023.