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

Crewe 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 		– Sell
-647
Closed -$63.2K – 748
2023
Q2 		$63.2K Hold
647
– – 0.01% 251
2023
Q1 		$57.4K Buy
+647
New +$55.1K 0.01% 295

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
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 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

Crewe Advisors's IUSG Position: Q3 2023 in Review

Crewe Advisors sold out of iShares Core S&P US Growth ETF (IUSG) in Q3 2023, closing a stake of 647 shares — an estimated $63.2K sold.

Crewe Advisors first reported a position in IUSG in Q1 2023 and held it in 2 quarters. The position peaked at $63.2K in Q2 2023. 568 funds tracked by Wall St. Rank hold IUSG as of Q3 2023.

  • Crewe Advisors reported no remaining iShares Core S&P US Growth ETF position as of Q3 2023 after selling out during the quarter.
  • Crewe Advisors sold 647 iShares Core S&P US Growth ETF shares in Q3 2023, an estimated $63.2K.
  • Crewe Advisors first reported a position in iShares Core S&P US Growth ETF in Q1 2023 and held it in 2 quarters.
  • Crewe Advisors's iShares Core S&P US Growth ETF position peaked at $63.2K in Q2 2023.
  • 568 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2023.

Based on Crewe Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.