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

Clear Perspectives 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
2022 Q4	–	Sell	-14	Closed	-$1K	–	252
2022 Q3	$1K	Sell	14 -275	-95%	-$24.8K	﹤0.01%	200
2022 Q2	$24K	Hold	289	–	–	0.01%	117
2022 Q1	$31K	Sell	289 -100	-26%	-$10.4K	0.01%	117
2021 Q4	$45K	Hold	389	–	–	0.02%	108
2021 Q3	$40K	Buy	+389	New	+$41.1K	0.02%	111

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Clear Perspectives Financial Planning's IUSG Position: Q4 2022 in Review

Clear Perspectives Financial Planning sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2022, closing a stake of 14 shares — an estimated $1K sold.

Clear Perspectives Financial Planning first reported a position in IUSG in Q3 2021 and held it in 5 quarters. The position peaked at $45K in Q4 2021. 545 funds tracked by Wall St. Rank hold IUSG as of Q4 2022.

Clear Perspectives Financial Planning reported no remaining iShares Core S&P US Growth ETF position as of Q4 2022 after selling out during the quarter.
Clear Perspectives Financial Planning sold 14 iShares Core S&P US Growth ETF shares in Q4 2022, an estimated $1K.
Clear Perspectives Financial Planning first reported a position in iShares Core S&P US Growth ETF in Q3 2021 and held it in 5 quarters.
Clear Perspectives Financial Planning's iShares Core S&P US Growth ETF position peaked at $45K in Q4 2021.
545 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2022.

Based on Clear Perspectives Financial Planning's 13F filing for Q4 2022, filed 13 Feb 2023.