Capital Advisory Group Advisory Services’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Capital Advisory Group Advisory Services’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
2021 Q4	–	Sell	-25	Closed	-$3K	–	326
2021 Q3	$3K	Hold	25	–	–	﹤0.01%	484
2021 Q2	$3K	Buy	+25	New	+$2.41K	﹤0.01%	489
2021 Q1	–	Sell	-26	Closed	-$2K	–	533
2020 Q4	$2K	Hold	26	–	–	﹤0.01%	488
2020 Q3	$2K	Buy	+26	New	+$2.04K	﹤0.01%	445

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

JMPWA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Capital Advisory Group Advisory Services's IUSG Position: Q4 2021 in Review

Capital Advisory Group Advisory Services sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2021, closing a stake of 25 shares — an estimated $3K sold.

Capital Advisory Group Advisory Services first reported a position in IUSG in Q3 2020 and held it in 4 quarters. The position peaked at $3K in Q3 2021. 555 funds tracked by Wall St. Rank hold IUSG as of Q4 2021.

Capital Advisory Group Advisory Services reported no remaining iShares Core S&P US Growth ETF position as of Q4 2021 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 25 iShares Core S&P US Growth ETF shares in Q4 2021, an estimated $3K.
Capital Advisory Group Advisory Services first reported a position in iShares Core S&P US Growth ETF in Q3 2020 and held it in 4 quarters.
Capital Advisory Group Advisory Services's iShares Core S&P US Growth ETF position peaked at $3K in Q3 2021.
555 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2021.

Based on Capital Advisory Group Advisory Services's 13F filing for Q4 2021, filed 15 Feb 2022.