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

Dowling & Yahnke’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 Q2	–	Sell	-2,073	Closed	-$219K	–	381
2022 Q1	$219K	Hold	2,073	–	–	0.01%	352
2021 Q4	$240K	Hold	2,073	–	–	0.01%	349
2021 Q3	$212K	Hold	2,073	–	–	0.01%	353
2021 Q2	$209K	Sell	2,073 -890	-30%	-$85.8K	0.01%	352
2021 Q1	$269K	Buy	+2,963	New	+$267K	0.02%	305
2020 Q1	–	Sell	-387	Closed	-$26K	–	345
2019 Q4	$26K	Buy	+387	New	+$25.1K	﹤0.01%	331

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Dowling & Yahnke's IUSG Position: Q2 2022 in Review

Dowling & Yahnke sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2022, closing a stake of 2,073 shares — an estimated $219K sold.

Dowling & Yahnke first reported a position in IUSG in Q4 2019 and held it in 6 quarters. The position peaked at $269K in Q1 2021. 501 funds tracked by Wall St. Rank hold IUSG as of Q2 2022.

Dowling & Yahnke reported no remaining iShares Core S&P US Growth ETF position as of Q2 2022 after selling out during the quarter.
Dowling & Yahnke sold 2,073 iShares Core S&P US Growth ETF shares in Q2 2022, an estimated $219K.
Dowling & Yahnke first reported a position in iShares Core S&P US Growth ETF in Q4 2019 and held it in 6 quarters.
Dowling & Yahnke's iShares Core S&P US Growth ETF position peaked at $269K in Q1 2021.
501 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2022.

Based on Dowling & Yahnke's 13F filing for Q2 2022, filed 10 Aug 2022.