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IUSG icon

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

Certuity’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
Q2 		– Sell
-13,056
Closed -$1.53M – 376
2024
Q1 		$1.53M Hold
13,056
– – 0.13% 85
2023
Q4 		$1.36M Hold
13,056
– – 0.14% 87
2023
Q3 		$1.24M Buy
13,056
+4,570
+54% +$448K 0.15% 76
2023
Q2 		$829K Buy
+8,486
New +$778K 0.09% 95
2021
Q2 		– Sell
-2,277
Closed -$207K – 362
2021
Q1 		$207K Hold
2,277
– – 0.06% 283
2020
Q4 		$202K Buy
+2,277
New +$192K 0.07% 220

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Certuity's IUSG Position: Q2 2024 in Review

Certuity sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2024, closing a stake of 13,056 shares — an estimated $1.53M sold.

Certuity first reported a position in IUSG in Q4 2020 and held it in 6 quarters. The position peaked at $1.53M in Q1 2024. 684 funds tracked by Wall St. Rank hold IUSG as of Q2 2024.

  • Certuity reported no remaining iShares Core S&P US Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Certuity sold 13,056 iShares Core S&P US Growth ETF shares in Q2 2024, an estimated $1.53M.
  • Certuity first reported a position in iShares Core S&P US Growth ETF in Q4 2020 and held it in 6 quarters.
  • Certuity's iShares Core S&P US Growth ETF position peaked at $1.53M in Q1 2024.
  • 684 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2024.

Based on Certuity's 13F filing for Q2 2024, filed 6 Aug 2024.