CFFP
IUSG icon

Center for Financial Planning’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Center for Financial Planning’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
Q3 		– Sell
-40
Closed -$3.91K – 550
2023
Q2 		$3.91K Buy
+40
New +$3.67K ﹤0.01% 460
2021
Q2 		– Sell
-129
Closed -$12K – 521
2021
Q1 		$12K Buy
+129
New +$11.6K ﹤0.01% 363

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 $377B AUM 19.32% 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
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Center for Financial Planning's IUSG Position: Q3 2023 in Review

Center for Financial Planning sold out of iShares Core S&P US Growth ETF (IUSG) in Q3 2023, closing a stake of 40 shares — an estimated $3.91K sold.

Center for Financial Planning first reported a position in IUSG in Q1 2021 and held it in 2 quarters. The position peaked at $12K in Q1 2021. 568 funds tracked by Wall St. Rank hold IUSG as of Q3 2023.

  • Center for Financial Planning reported no remaining iShares Core S&P US Growth ETF position as of Q3 2023 after selling out during the quarter.
  • Center for Financial Planning sold 40 iShares Core S&P US Growth ETF shares in Q3 2023, an estimated $3.91K.
  • Center for Financial Planning first reported a position in iShares Core S&P US Growth ETF in Q1 2021 and held it in 2 quarters.
  • Center for Financial Planning's iShares Core S&P US Growth ETF position peaked at $12K in Q1 2021.
  • 568 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2023.

Based on Center for Financial Planning's 13F filing for Q3 2023, filed 24 Oct 2023.