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

CIC Wealth’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
Q4 		– Sell
-6,991
Closed -$663K – 163
2023
Q3 		$663K Hold
6,991
– – 0.24% 83
2023
Q2 		$683K Hold
6,991
– – 0.24% 79
2023
Q1 		$621K Hold
6,991
– – 0.23% 83
2022
Q4 		$570K Buy
+6,991
New +$584K 0.24% 85

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CIC Wealth's IUSG Position: Q4 2023 in Review

CIC Wealth sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2023, closing a stake of 6,991 shares — an estimated $663K sold.

CIC Wealth first reported a position in IUSG in Q4 2022 and held it in 4 quarters. The position peaked at $683K in Q2 2023. 602 funds tracked by Wall St. Rank hold IUSG as of Q4 2023.

  • CIC Wealth reported no remaining iShares Core S&P US Growth ETF position as of Q4 2023 after selling out during the quarter.
  • CIC Wealth sold 6,991 iShares Core S&P US Growth ETF shares in Q4 2023, an estimated $663K.
  • CIC Wealth first reported a position in iShares Core S&P US Growth ETF in Q4 2022 and held it in 4 quarters.
  • CIC Wealth's iShares Core S&P US Growth ETF position peaked at $683K in Q2 2023.
  • 602 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2023.

Based on CIC Wealth's 13F filing for Q4 2023, filed 12 Jan 2024.