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

Defined 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
2024
Q1 		– Sell
-2,555
Closed -$266K – 105
2023
Q4 		$266K Buy
+2,555
New +$252K 0.2% 94
2022
Q3 		– Sell
-3,750
Closed -$314K – 93
2022
Q2 		$314K Buy
+3,750
New +$344K 0.32% 73

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $8.74B AUM 14.62% 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
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Defined Wealth Management's IUSG Position: Q1 2024 in Review

Defined Wealth Management sold out of iShares Core S&P US Growth ETF (IUSG) in Q1 2024, closing a stake of 2,555 shares — an estimated $266K sold.

Defined Wealth Management first reported a position in IUSG in Q2 2022 and held it in 2 quarters. The position peaked at $314K in Q2 2022. 641 funds tracked by Wall St. Rank hold IUSG as of Q1 2024.

  • Defined Wealth Management reported no remaining iShares Core S&P US Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Defined Wealth Management sold 2,555 iShares Core S&P US Growth ETF shares in Q1 2024, an estimated $266K.
  • Defined Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q2 2022 and held it in 2 quarters.
  • Defined Wealth Management's iShares Core S&P US Growth ETF position peaked at $314K in Q2 2022.
  • 641 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2024.

Based on Defined Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.