Federation des caisses Desjardins du Quebec’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Federation des caisses Desjardins du Quebec’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
2023 Q4	–	Sell	-140	Closed	-$13.3K	–	2412
2023 Q3	$13.3K	Hold	140	–	–	﹤0.01%	1686
2023 Q2	$13.7K	Hold	140	–	–	﹤0.01%	1675
2023 Q1	$12.4K	Hold	140	–	–	﹤0.01%	1698
2022 Q4	$11.4K	Hold	140	–	–	﹤0.01%	1837
2022 Q3	$11.2K	Sell	140 -100	-42%	-$9.01K	﹤0.01%	1883
2022 Q2	$20.1K	Hold	240	–	–	﹤0.01%	1750
2022 Q1	$25.4K	Buy	240 +140	+140%	+$14.5K	﹤0.01%	1763
2021 Q4	$11.6K	Hold	100	–	–	﹤0.01%	1988
2021 Q3	$10.2K	Hold	100	–	–	﹤0.01%	2040
2021 Q2	$10.1K	Sell	100 -100	-50%	-$9.64K	﹤0.01%	2052
2021 Q1	$18.2K	Hold	200	–	–	﹤0.01%	1838
2020 Q4	$17.7K	Sell	200 -80	-29%	-$6.73K	﹤0.01%	1770
2020 Q3	$22.4K	Sell	280 -180	-39%	-$14.1K	﹤0.01%	1460
2020 Q2	$33.1K	Hold	460	–	–	﹤0.01%	1317
2020 Q1	$26.3K	Sell	460 -150	-25%	-$9.87K	﹤0.01%	1432
2019 Q4	$41.3K	Hold	610	–	–	﹤0.01%	1567
2019 Q3	$38.4K	Hold	610	–	–	﹤0.01%	1528
2019 Q2	$38.2K	Sell	610 -220	-27%	-$13.5K	﹤0.01%	1544
2019 Q1	$50.1K	Hold	830	–	–	﹤0.01%	1321
2018 Q4	$43.7K	Hold	830	–	–	﹤0.01%	1316
2018 Q3	$51.6K	Hold	830	–	–	﹤0.01%	1330
2018 Q2	$47.5K	Buy	830 +250	+43%	+$14.1K	﹤0.01%	1353
2018 Q1	$31.7K	Buy	+580	New	+$32.5K	﹤0.01%	1454

Other funds holding IUSG

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BTI

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Federation des caisses Desjardins du Quebec's IUSG Position: Q4 2023 in Review

Federation des caisses Desjardins du Quebec sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2023, closing a stake of 140 shares — an estimated $13.3K sold.

Federation des caisses Desjardins du Quebec first reported a position in IUSG in Q1 2018 and held it in 23 quarters. The position peaked at $51.6K in Q3 2018. 603 funds tracked by Wall St. Rank hold IUSG as of Q4 2023.

Federation des caisses Desjardins du Quebec reported no remaining iShares Core S&P US Growth ETF position as of Q4 2023 after selling out during the quarter.
Federation des caisses Desjardins du Quebec sold 140 iShares Core S&P US Growth ETF shares in Q4 2023, an estimated $13.3K.
Federation des caisses Desjardins du Quebec first reported a position in iShares Core S&P US Growth ETF in Q1 2018 and held it in 23 quarters.
Federation des caisses Desjardins du Quebec's iShares Core S&P US Growth ETF position peaked at $51.6K in Q3 2018.
603 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2023.

Based on Federation des caisses Desjardins du Quebec's 13F filing for Q4 2023, filed 15 Aug 2024.