Dixon Hughes Goodman Wealth Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Dixon Hughes Goodman Wealth Advisors’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 Q1	$25K	Hold	240	–	–	0.01%	407
2021 Q4	$28K	Buy	+240	New	+$26.8K	0.01%	324

Other funds holding IUSG

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

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

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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's IUSG Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors held its iShares Core S&P US Growth ETF (IUSG) position steady in Q1 2022 at 240 shares worth $25K. The position accounts for 0.01% of the portfolio, ranked #407.

Dixon Hughes Goodman Wealth Advisors first reported a position in IUSG in Q4 2021 and has held it in 2 quarters since. The position peaked at $28K in Q4 2021. 526 funds tracked by Wall St. Rank hold IUSG as of Q1 2022.

Dixon Hughes Goodman Wealth Advisors held 240 shares of iShares Core S&P US Growth ETF worth $25K as of Q1 2022.
Dixon Hughes Goodman Wealth Advisors left its iShares Core S&P US Growth ETF share count unchanged in Q1 2022.
iShares Core S&P US Growth ETF made up 0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #407 holding.
Dixon Hughes Goodman Wealth Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2021 and has held it in 2 quarters since.
Dixon Hughes Goodman Wealth Advisors's iShares Core S&P US Growth ETF position peaked at $28K in Q4 2021.
526 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.