Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Envestnet Portfolio Solutions’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
-17,267
Closed -$2.2M – 1712
2024
Q2 		$2.2M Sell
17,267
-11,352
-40% -$1.35M 0.01% 607
2024
Q1 		$3.35M Buy
+28,619
New +$3.18M 0.01% 490

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

Envestnet Portfolio Solutions's IUSG Position: Q3 2024 in Review

Envestnet Portfolio Solutions sold out of iShares Core S&P US Growth ETF (IUSG) in Q3 2024, closing a stake of 17,267 shares — an estimated $2.2M sold.

Envestnet Portfolio Solutions first reported a position in IUSG in Q1 2024 and held it in 2 quarters. The position peaked at $3.35M in Q1 2024. 694 funds tracked by Wall St. Rank hold IUSG as of Q3 2024.

  • Envestnet Portfolio Solutions reported no remaining iShares Core S&P US Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 17,267 iShares Core S&P US Growth ETF shares in Q3 2024, an estimated $2.2M.
  • Envestnet Portfolio Solutions first reported a position in iShares Core S&P US Growth ETF in Q1 2024 and held it in 2 quarters.
  • Envestnet Portfolio Solutions's iShares Core S&P US Growth ETF position peaked at $3.35M in Q1 2024.
  • 694 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2024.

Based on Envestnet Portfolio Solutions's 13F filing for Q3 2024, filed 31 Oct 2024.