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

Column Capital 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
2023 Q3	$11.5K	Buy	122 +1	+0.8%	+$98	﹤0.01%	504
2023 Q2	$11.9K	Hold	121	–	–	﹤0.01%	505
2023 Q1	$10.8K	Sell	121 -121	-50%	-$10.3K	﹤0.01%	539
2022 Q4	$19.7K	Buy	242 +1	+0.4%	+$84	﹤0.01%	421
2022 Q3	$19K	Buy	241 +121	+101%	+$10.9K	﹤0.01%	390
2022 Q2	$10K	Hold	120	–	–	﹤0.01%	480
2022 Q1	$13K	Hold	120	–	–	﹤0.01%	464
2021 Q4	$14K	Buy	120 +1	+0.8%	+$111	﹤0.01%	471
2021 Q3	$12K	Hold	119	–	–	﹤0.01%	449
2021 Q2	$12K	Hold	119	–	–	﹤0.01%	454
2021 Q1	$11K	Hold	119	–	–	﹤0.01%	455
2020 Q4	$11K	Buy	119 +1	+0.8%	+$84	﹤0.01%	452
2020 Q3	$9K	Hold	118	–	–	﹤0.01%	450
2020 Q2	$8K	Hold	118	–	–	﹤0.01%	497
2020 Q1	$7K	Buy	118 +1	+0.9%	+$66	﹤0.01%	439
2019 Q4	$7K	Buy	+117	New	+$7.58K	﹤0.01%	495

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Column Capital Advisors's IUSG Position: Q3 2023 in Review

Column Capital Advisors increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.83% in Q3 2023, buying an estimated $98 and bringing the position to 122 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #504.

Column Capital Advisors first reported a position in IUSG in Q4 2019 and has held it in 16 quarters since. The position peaked at $19.7K in Q4 2022. 568 funds tracked by Wall St. Rank hold IUSG as of Q3 2023.

Column Capital Advisors held 122 shares of iShares Core S&P US Growth ETF worth $11.5K as of Q3 2023.
Column Capital Advisors bought 1 iShares Core S&P US Growth ETF share in Q3 2023, an estimated $98.
iShares Core S&P US Growth ETF made up ﹤0.01% of Column Capital Advisors's portfolio in Q3 2023, its #504 holding.
Column Capital Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2019 and has held it in 16 quarters since.
Column Capital Advisors's iShares Core S&P US Growth ETF position peaked at $19.7K in Q4 2022.
568 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.