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

Cetera Advisors’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 		$12.7M Buy
108,457
+29,964
+38% +$3.33M 0.1% 189
2023
Q4 		$8.17M Buy
78,493
+1,146
+1% +$113K 0.11% 178
2023
Q3 		$7.33M Buy
77,347
+5,136
+7% +$504K 0.11% 182
2023
Q2 		$7.05M Buy
72,211
+197
+0.3% +$18.1K 0.11% 184
2023
Q1 		$6.39M Sell
72,014
-24,598
-25% -$2.09M 0.11% 201
2022
Q4 		$7.88M Buy
96,612
+5,768
+6% +$482K 0.14% 154
2022
Q3 		$7.28M Buy
90,844
+1,213
+1% +$109K 0.19% 121
2022
Q2 		$7.5M Buy
89,631
+2,847
+3% +$261K 0.17% 127
2022
Q1 		$9.17M Buy
86,784
+2,674
+3% +$278K 0.18% 118
2021
Q4 		$9.73M Buy
84,110
+3,095
+4% +$345K 0.2% 107
2021
Q3 		$8.3M Buy
81,015
+12,432
+18% +$1.31M 0.16% 132
2021
Q2 		$6.92M Buy
68,583
+6,492
+10% +$626K 0.16% 132
2021
Q1 		$5.64M Buy
62,091
+6,372
+11% +$574K 0.16% 138
2020
Q4 		$4.94M Buy
55,719
+6,146
+12% +$517K 0.16% 126
2020
Q3 		$3.96M Buy
49,573
+3,140
+7% +$246K 0.15% 139
2020
Q2 		$3.34M Buy
46,433
+8,511
+22% +$566K 0.14% 145
2020
Q1 		$2.17M Buy
37,922
+14,164
+60% +$932K 0.12% 182
2019
Q4 		$1.61M Sell
23,758
-1,261
-5% -$81.7K 0.07% 268
2019
Q3 		$1.57M Sell
25,019
-26
-0.1% -$1.64K 0.07% 263
2019
Q2 		$1.57M Buy
25,045
+339
+1% +$20.9K 0.07% 266
2019
Q1 		$1.49M Sell
24,706
-969
-4% -$55.6K 0.07% 260
2018
Q4 		$1.35M Buy
25,675
+1,941
+8% +$110K 0.08% 252
2018
Q3 		$1.47M Buy
23,734
+5,776
+32% +$349K 0.07% 265
2018
Q2 		$1.03M Sell
17,958
-300
-2% -$17K 0.06% 316
2018
Q1 		$995K Sell
18,258
-5,485
-23% -$308K 0.06% 316
2017
Q4 		$1.28M Buy
23,743
+37
+0.2% +$1.95K 0.08% 255
2017
Q3 		$1.2M Sell
23,706
-159
-0.7% -$7.88K 0.07% 283
2017
Q2 		$1.15M Buy
23,865
+2,226
+10% +$106K 0.07% 289
2017
Q1 		$1M Hold
21,639
– – 0.07% 305
2016
Q4 		$929K Sell
21,639
-841
-4% -$35.7K 0.07% 297
2016
Q3 		$957K Buy
22,480
+508
+2% +$21.5K 0.07% 276
2016
Q2 		$896K Sell
21,972
-2,270
-9% -$92.2K 0.07% 282
2016
Q1 		$982K Buy
24,242
+2,458
+11% +$94.3K 0.08% 255
2015
Q4 		$882K Sell
21,784
-870
-4% -$35.4K 0.07% 283
2015
Q3 		$860K Sell
22,654
-3,794
-14% -$153K 0.08% 252
2015
Q2 		$1.07M Sell
26,448
-40,958
-61% -$1.69M 0.09% 239
2015
Q1 		$2.74M Sell
67,406
-110,278
-62% -$4.41M 0.25% 95
2014
Q4 		$6.96M Sell
177,684
-30,674
-15% -$1.17M 0.68% 23
2014
Q3 		$7.78M Buy
208,358
+14,590
+8% +$546K 0.59% 20
2014
Q2 		$7.21M Sell
193,768
-49,210
-20% -$1.77M 0.81% 19
2014
Q1 		$8.63M Buy
242,978
+4,164
+2% +$147K 1.18% 14
2013
Q4 		$8.43M Buy
238,814
+4,634
+2% +$156K 1.25% 13
2013
Q3 		$7.52M Buy
234,180
+2,266
+1% +$71.2K 1.34% 13
2013
Q2 		$6.9M Buy
+231,914
New +$6.94M 1.44% 9

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 $71.6B AUM 21.08% 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 Advisors's IUSG Position: Q1 2024 in Review

Cetera Advisors increased its iShares Core S&P US Growth ETF (IUSG) stake by 38% in Q1 2024, buying an estimated $3.33M and bringing the position to 108,457 shares worth $12.7M. The position accounts for 0.1% of the portfolio, ranked #189.

Cetera Advisors first reported a position in IUSG in Q2 2013 and has held it in 44 quarters since. 641 funds tracked by Wall St. Rank hold IUSG as of Q1 2024.

  • Cetera Advisors held 108,457 shares of iShares Core S&P US Growth ETF worth $12.7M as of Q1 2024.
  • Cetera Advisors bought 29,964 iShares Core S&P US Growth ETF shares in Q1 2024, an estimated $3.33M.
  • iShares Core S&P US Growth ETF made up 0.1% of Cetera Advisors's portfolio in Q1 2024, its #189 holding.
  • Cetera Advisors first reported a position in iShares Core S&P US Growth ETF in Q2 2013 and has held it in 44 quarters since.
  • 641 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2024.

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