Carmichael Hill & Associates’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Carmichael Hill & Associates’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
2024 Q3	$119K	Hold	901	–	–	0.04%	242
2024 Q2	$115K	Hold	901	–	–	0.05%	229
2024 Q1	$106K	Hold	901	–	–	0.04%	244
2023 Q4	$93.8K	Hold	901	–	–	0.04%	256
2023 Q3	$85.4K	Hold	901	–	–	0.04%	255
2023 Q2	$88K	Hold	901	–	–	0.04%	260
2023 Q1	$80K	Hold	901	–	–	0.04%	252
2022 Q4	$73.5K	Hold	901	–	–	0.04%	273
2022 Q3	$72K	Hold	901	–	–	0.04%	269
2022 Q2	$75K	Hold	901	–	–	0.04%	270
2022 Q1	$95K	Hold	901	–	–	0.04%	254
2021 Q4	$104K	Hold	901	–	–	0.05%	246
2021 Q3	$92K	Hold	901	–	–	0.05%	256
2021 Q2	$91K	Hold	901	–	–	0.05%	257
2021 Q1	$82K	Sell	901 -221	-20%	-$19.9K	0.05%	259
2020 Q4	$100K	Sell	1,122 -57	-5%	-$4.79K	0.06%	229
2020 Q3	$94K	Hold	1,179	–	–	0.06%	223
2020 Q2	$85K	Hold	1,179	–	–	0.06%	216
2020 Q1	$67K	Sell	1,179 -22	-2%	-$1.45K	0.06%	221
2019 Q4	$81K	Buy	+1,201	New	+$77.8K	0.06%	221

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BTI

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return

Carmichael Hill & Associates's IUSG Position: Q3 2024 in Review

Carmichael Hill & Associates held its iShares Core S&P US Growth ETF (IUSG) position steady in Q3 2024 at 901 shares worth $119K. The position accounts for 0.04% of the portfolio, ranked #242.

Carmichael Hill & Associates first reported a position in IUSG in Q4 2019 and has held it in 20 quarters since. 694 funds tracked by Wall St. Rank hold IUSG as of Q3 2024.

Carmichael Hill & Associates held 901 shares of iShares Core S&P US Growth ETF worth $119K as of Q3 2024.
Carmichael Hill & Associates left its iShares Core S&P US Growth ETF share count unchanged in Q3 2024.
iShares Core S&P US Growth ETF made up 0.04% of Carmichael Hill & Associates's portfolio in Q3 2024, its #242 holding.
Carmichael Hill & Associates first reported a position in iShares Core S&P US Growth ETF in Q4 2019 and has held it in 20 quarters since.
694 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.