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

DB Wealth Management Group’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	-4	Closed	-$379	–	378
2023 Q3	$379	Sell	4 -1	-20%	-$98	﹤0.01%	361
2023 Q2	$488	Hold	5	–	–	﹤0.01%	352
2023 Q1	$444	Hold	5	–	–	﹤0.01%	351
2022 Q4	$408	Buy	+5	New	+$418	﹤0.01%	346
2022 Q1	–	Sell	-5	Closed	-$1K	–	350
2021 Q4	$1K	Hold	5	–	–	﹤0.01%	346
2021 Q3	$1K	Hold	5	–	–	﹤0.01%	338
2021 Q2	$1K	Hold	5	–	–	﹤0.01%	337
2021 Q1	$0	Hold	5	–	–	﹤0.01%	375
2020 Q4	$0	Buy	+5	New	+$421	﹤0.01%	358

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DB Wealth Management Group's IUSG Position: Q4 2023 in Review

DB Wealth Management Group sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2023, closing a stake of 4 shares — an estimated $379 sold.

DB Wealth Management Group first reported a position in IUSG in Q4 2020 and held it in 9 quarters. The position peaked at $1K in Q4 2021. 603 funds tracked by Wall St. Rank hold IUSG as of Q4 2023.

DB Wealth Management Group reported no remaining iShares Core S&P US Growth ETF position as of Q4 2023 after selling out during the quarter.
DB Wealth Management Group sold 4 iShares Core S&P US Growth ETF shares in Q4 2023, an estimated $379.
DB Wealth Management Group first reported a position in iShares Core S&P US Growth ETF in Q4 2020 and held it in 9 quarters.
DB Wealth Management Group's iShares Core S&P US Growth ETF position peaked at $1K in Q4 2021.
603 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.