Cary Street Partners Investment Advisory’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Cary Street Partners Investment Advisory’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 Q4	–	Sell	-332	Closed	-$31.5K	–	1224
2023 Q3	$31.5K	Hold	332	–	–	﹤0.01%	982
2023 Q2	$32.4K	Hold	332	–	–	﹤0.01%	920
2023 Q1	$29.5K	Hold	332	–	–	﹤0.01%	868
2022 Q4	$27.1K	Buy	+332	New	+$27.7K	﹤0.01%	894

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

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

Cary Street Partners Investment Advisory's IUSG Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2023, closing a stake of 332 shares — an estimated $31.5K sold.

Cary Street Partners Investment Advisory first reported a position in IUSG in Q4 2022 and held it in 4 quarters. The position peaked at $32.4K in Q2 2023. 603 funds tracked by Wall St. Rank hold IUSG as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining iShares Core S&P US Growth ETF position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 332 iShares Core S&P US Growth ETF shares in Q4 2023, an estimated $31.5K.
Cary Street Partners Investment Advisory first reported a position in iShares Core S&P US Growth ETF in Q4 2022 and held it in 4 quarters.
Cary Street Partners Investment Advisory's iShares Core S&P US Growth ETF position peaked at $32.4K in Q2 2023.
603 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.