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Cetera Advisor Networks’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Cetera Advisor Networks’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
Q1 		$26.9M Sell
229,193
-40,455
-15% -$4.5M 0.13% 152
2023
Q4 		$28.1M Buy
269,648
+11,637
+5% +$1.15M 0.16% 136
2023
Q3 		$24.5M Buy
258,011
+5,548
+2% +$544K 0.15% 133
2023
Q2 		$24.7M Buy
252,463
+6,492
+3% +$595K 0.17% 125
2023
Q1 		$21.8M Buy
245,971
+31,840
+15% +$2.71M 0.16% 143
2022
Q4 		$17.5M Buy
214,131
+28,074
+15% +$2.35M 0.14% 169
2022
Q3 		$14.9M Buy
186,057
+16,397
+10% +$1.48M 0.19% 122
2022
Q2 		$14.2M Buy
169,660
+7,924
+5% +$726K 0.18% 124
2022
Q1 		$17.1M Sell
161,736
-14,060
-8% -$1.46M 0.21% 97
2021
Q4 		$20.3M Buy
175,796
+2,448
+1% +$273K 0.25% 80
2021
Q3 		$17.8M Buy
173,348
+15,299
+10% +$1.62M 0.24% 85
2021
Q2 		$16M Buy
158,049
+12,043
+8% +$1.16M 0.23% 100
2021
Q1 		$13.3M Buy
146,006
+773
+0.5% +$69.7K 0.28% 87
2020
Q4 		$12.9M Buy
145,233
+16,141
+13% +$1.36M 0.3% 70
2020
Q3 		$10.3M Sell
129,092
-1,992
-2% -$156K 0.27% 82
2020
Q2 		$9.42M Buy
131,084
+13,755
+12% +$914K 0.25% 89
2020
Q1 		$6.7M Buy
117,329
+4,317
+4% +$284K 0.22% 105
2019
Q4 		$7.64M Buy
113,012
+22,076
+24% +$1.43M 0.2% 98
2019
Q3 		$5.72M Buy
90,936
+4,631
+5% +$293K 0.17% 122
2019
Q2 		$5.41M Buy
86,305
+10,496
+14% +$646K 0.17% 124
2019
Q1 		$4.58M Buy
75,809
+13,949
+23% +$800K 0.15% 135
2018
Q4 		$3.26M Buy
61,860
+2,694
+5% +$153K 0.13% 155
2018
Q3 		$3.67M Buy
59,166
+13,971
+31% +$844K 0.13% 151
2018
Q2 		$2.58M Sell
45,195
-87
-0.2% -$4.92K 0.13% 134
2018
Q1 		$2.47M Buy
45,282
+6,577
+17% +$369K 0.11% 166
2017
Q4 		$2.08M Buy
38,705
+6,008
+18% +$316K 0.09% 198
2017
Q3 		$1.65M Buy
32,697
+6,216
+23% +$308K 0.08% 225
2017
Q2 		$1.28M Buy
26,481
+12,267
+86% +$586K 0.06% 267
2017
Q1 		$662K Buy
14,214
+1,420
+11% +$64.3K 0.03% 419
2016
Q4 		$552K Sell
12,794
-419
-3% -$17.8K 0.03% 445
2016
Q3 		$562K Sell
13,213
-3,395
-20% -$144K 0.02% 556
2016
Q2 		$680K Buy
16,608
+5,560
+50% +$226K 0.04% 367
2016
Q1 		$448K Buy
11,048
+4,342
+65% +$167K 0.03% 472
2015
Q4 		$273K Sell
6,706
-176
-3% -$7.17K 0.02% 635
2015
Q3 		$262K Buy
6,882
+442
+7% +$17.8K 0.02% 631
2015
Q2 		$262K Hold
6,440
– – 0.02% 670
2015
Q1 		$262K Buy
6,440
+400
+7% +$16K 0.02% 674
2014
Q4 		$237K Hold
6,040
– – 0.02% 701
2014
Q3 		$225K Hold
6,040
– – 0.02% 711
2014
Q2 		$225K Hold
6,040
– – 0.01% 709
2014
Q1 		$215K Buy
6,040
+280
+5% +$9.88K 0.02% 686
2013
Q4 		$203K Buy
+5,760
New +$194K 0.02% 689

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
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
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
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Cetera Advisor Networks's IUSG Position: Q1 2024 in Review

Cetera Advisor Networks reduced its iShares Core S&P US Growth ETF (IUSG) stake by 15% in Q1 2024, selling an estimated $4.5M and leaving 229,193 shares worth $26.9M. The position accounts for 0.13% of the portfolio, ranked #152.

Cetera Advisor Networks first reported a position in IUSG in Q4 2013 and has held it in 42 quarters since. The position peaked at $28.1M in Q4 2023. 641 funds tracked by Wall St. Rank hold IUSG as of Q1 2024.

  • Cetera Advisor Networks held 229,193 shares of iShares Core S&P US Growth ETF worth $26.9M as of Q1 2024.
  • Cetera Advisor Networks sold 40,455 iShares Core S&P US Growth ETF shares in Q1 2024, an estimated $4.5M.
  • iShares Core S&P US Growth ETF made up 0.13% of Cetera Advisor Networks's portfolio in Q1 2024, its #152 holding.
  • Cetera Advisor Networks first reported a position in iShares Core S&P US Growth ETF in Q4 2013 and has held it in 42 quarters since.
  • Cetera Advisor Networks's iShares Core S&P US Growth ETF position peaked at $28.1M in Q4 2023.
  • 641 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.