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Coston McIsaac & Partners’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Coston McIsaac & Partners’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
-15
Closed -$1K – 746
2023
Q3 		$1K Hold
15
– – ﹤0.01% 688
2023
Q2 		$1K Hold
15
– – ﹤0.01% 728
2023
Q1 		$1K Hold
15
– – ﹤0.01% 753
2022
Q4 		$1 Hold
15
– – ﹤0.01% 724
2022
Q3 		$1K Buy
+15
New +$1.35K ﹤0.01% 646

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Coston McIsaac & Partners's IUSG Position: Q4 2023 in Review

Coston McIsaac & Partners sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2023, closing a stake of 15 shares — an estimated $1K sold.

Coston McIsaac & Partners first reported a position in IUSG in Q3 2022 and held it in 5 quarters. The position peaked at $1K in Q3 2023. 603 funds tracked by Wall St. Rank hold IUSG as of Q4 2023.

  • Coston McIsaac & Partners reported no remaining iShares Core S&P US Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Coston McIsaac & Partners sold 15 iShares Core S&P US Growth ETF shares in Q4 2023, an estimated $1K.
  • Coston McIsaac & Partners first reported a position in iShares Core S&P US Growth ETF in Q3 2022 and held it in 5 quarters.
  • Coston McIsaac & Partners's iShares Core S&P US Growth ETF position peaked at $1K in Q3 2023.
  • 603 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2023.

Based on Coston McIsaac & Partners's 13F filing for Q4 2023, filed 23 Jan 2024.