DFPG Investments’s iShares Core S&P US Growth ETF IUSG Stock Holding History

DFPG Investments’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	$548K	Buy	5,401 +1,321	+32%	+$130K	0.04%	382
2023 Q3	$392K	Sell	4,080 -292	-7%	-$28.6K	0.04%	408
2023 Q2	$438K	Buy	+4,372	New	+$401K	0.04%	408

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

DFPG Investments's IUSG Position: Q4 2023 in Review

DFPG Investments increased its iShares Core S&P US Growth ETF (IUSG) stake by 32% in Q4 2023, buying an estimated $130K and bringing the position to 5,401 shares worth $548K. The position accounts for 0.04% of the portfolio, ranked #382.

DFPG Investments first reported a position in IUSG in Q2 2023 and has held it in 3 quarters since. 603 funds tracked by Wall St. Rank hold IUSG as of Q4 2023.

DFPG Investments held 5,401 shares of iShares Core S&P US Growth ETF worth $548K as of Q4 2023.
DFPG Investments bought 1,321 iShares Core S&P US Growth ETF shares in Q4 2023, an estimated $130K.
iShares Core S&P US Growth ETF made up 0.04% of DFPG Investments's portfolio in Q4 2023, its #382 holding.
DFPG Investments first reported a position in iShares Core S&P US Growth ETF in Q2 2023 and has held it in 3 quarters since.
603 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.