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Engineers Gate Manager’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Engineers Gate Manager’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 		– Sell
-2,231
Closed -$284K – 2247
2024
Q2 		$284K Buy
+2,231
New +$266K 0.01% 1498
2024
Q1 		– Sell
-3,145
Closed -$327K – 2100
2023
Q4 		$327K Buy
+3,145
New +$310K 0.01% 1410

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return

Engineers Gate Manager's IUSG Position: Q3 2024 in Review

Engineers Gate Manager sold out of iShares Core S&P US Growth ETF (IUSG) in Q3 2024, closing a stake of 2,231 shares — an estimated $284K sold.

Engineers Gate Manager first reported a position in IUSG in Q4 2023 and held it in 2 quarters. The position peaked at $327K in Q4 2023. 694 funds tracked by Wall St. Rank hold IUSG as of Q3 2024.

  • Engineers Gate Manager reported no remaining iShares Core S&P US Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Engineers Gate Manager sold 2,231 iShares Core S&P US Growth ETF shares in Q3 2024, an estimated $284K.
  • Engineers Gate Manager first reported a position in iShares Core S&P US Growth ETF in Q4 2023 and held it in 2 quarters.
  • Engineers Gate Manager's iShares Core S&P US Growth ETF position peaked at $327K in Q4 2023.
  • 694 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2024.

Based on Engineers Gate Manager's 13F filing for Q3 2024, filed 14 Nov 2024.