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Coppell Advisory Solutions’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Coppell Advisory Solutions’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
Q4 		– Sell
-31
Closed -$4.07K – 2036
2024
Q3 		$4.07K Buy
+31
New +$3.94K ﹤0.01% 1303
2023
Q4 		$6.77K Buy
+65
New +$6.4K ﹤0.01% 1037
2023
Q3 		– Sell
-425
Closed -$41K – 1369
2023
Q2 		$41K Buy
+425
New +$39K 0.01% 444

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Coppell Advisory Solutions's IUSG Position: Q4 2024 in Review

Coppell Advisory Solutions sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2024, closing a stake of 31 shares — an estimated $4.07K sold.

Coppell Advisory Solutions first reported a position in IUSG in Q2 2023 and held it in 3 quarters. The position peaked at $41K in Q2 2023. 774 funds tracked by Wall St. Rank hold IUSG as of Q4 2024.

  • Coppell Advisory Solutions reported no remaining iShares Core S&P US Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Coppell Advisory Solutions sold 31 iShares Core S&P US Growth ETF shares in Q4 2024, an estimated $4.07K.
  • Coppell Advisory Solutions first reported a position in iShares Core S&P US Growth ETF in Q2 2023 and held it in 3 quarters.
  • Coppell Advisory Solutions's iShares Core S&P US Growth ETF position peaked at $41K in Q2 2023.
  • 774 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2024.

Based on Coppell Advisory Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.