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Curi Wealth Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Curi Wealth Management’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
Q3 		– Sell
-103
Closed -$9K – 443
2022
Q2 		$9K Buy
103
+1
+1% +$92 ﹤0.01% 388
2022
Q1 		$10K Hold
102
– – ﹤0.01% 360
2021
Q4 		$11K Buy
+102
New +$11.4K ﹤0.01% 308
2021
Q1 		– Sell
-101
Closed -$9K – 284
2020
Q4 		$9K Buy
+101
New +$8.5K 0.01% 261

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Curi Wealth Management's IUSG Position: Q3 2022 in Review

Curi Wealth Management sold out of iShares Core S&P US Growth ETF (IUSG) in Q3 2022, closing a stake of 103 shares — an estimated $9K sold.

Curi Wealth Management first reported a position in IUSG in Q4 2020 and held it in 4 quarters. The position peaked at $11K in Q4 2021. 513 funds tracked by Wall St. Rank hold IUSG as of Q3 2022.

  • Curi Wealth Management reported no remaining iShares Core S&P US Growth ETF position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 103 iShares Core S&P US Growth ETF shares in Q3 2022, an estimated $9K.
  • Curi Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's iShares Core S&P US Growth ETF position peaked at $11K in Q4 2021.
  • 513 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.