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CEDRUS’s iShares Core S&P US Growth ETF IUSG Stock Holding History

CEDRUS’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 		$1.69M Buy
+12,810
New +$1.63M 0.63% 35
2022
Q1 		– Sell
-1,735
Closed -$201K – 156
2021
Q4 		$201K Buy
+1,735
New +$193K 0.19% 154

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

CEDRUS's IUSG Position: Q3 2024 in Review

CEDRUS opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q3 2024: 12,810 shares worth $1.69M. The stake represents 0.63% of the portfolio and ranks #35 among its holdings. This is a return to the name: CEDRUS previously reported a position in IUSG as recently as Q4 2021.

CEDRUS first reported a position in IUSG in Q4 2021 and has held it in 2 quarters since. 695 funds tracked by Wall St. Rank hold IUSG as of Q3 2024.

  • CEDRUS held 12,810 shares of iShares Core S&P US Growth ETF worth $1.69M as of Q3 2024.
  • iShares Core S&P US Growth ETF was a new CEDRUS position in Q3 2024.
  • iShares Core S&P US Growth ETF made up 0.63% of CEDRUS's portfolio in Q3 2024, its #35 holding.
  • CEDRUS first reported a position in iShares Core S&P US Growth ETF in Q4 2021 and has held it in 2 quarters since.
  • 695 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2024.

Based on CEDRUS's 13F filing for Q3 2024, filed 18 Oct 2024.