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

Diversified’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
Q3 		$973K Buy
7,375
+703
+11% +$89.4K 0.11% 75
2024
Q2 		$850K Buy
+6,672
New +$796K 0.1% 77

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 $445B AUM 25.58% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Diversified's IUSG Position: Q3 2024 in Review

Diversified increased its iShares Core S&P US Growth ETF (IUSG) stake by 11% in Q3 2024, buying an estimated $89.4K and bringing the position to 7,375 shares worth $973K. The position accounts for 0.11% of the portfolio, ranked #75.

Diversified first reported a position in IUSG in Q2 2024 and has held it in 2 quarters since. 695 funds tracked by Wall St. Rank hold IUSG as of Q3 2024.

  • Diversified held 7,375 shares of iShares Core S&P US Growth ETF worth $973K as of Q3 2024.
  • Diversified bought 703 iShares Core S&P US Growth ETF shares in Q3 2024, an estimated $89.4K.
  • iShares Core S&P US Growth ETF made up 0.11% of Diversified's portfolio in Q3 2024, its #75 holding.
  • Diversified first reported a position in iShares Core S&P US Growth ETF in Q2 2024 and has held it in 2 quarters since.
  • 695 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2024.

Based on Diversified's 13F filing for Q3 2024, filed 13 Nov 2024.