Financial Architects (New Jersey)’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Financial Architects (New Jersey)’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 Q2	$305K	Hold	3,126	–	–	0.05%	257
2023 Q1	$277K	Sell	3,126 -393	-11%	-$33.5K	0.04%	268
2022 Q4	$287K	Buy	3,519 +698	+25%	+$58.3K	0.05%	268
2022 Q3	$226K	Buy	+2,821	New	+$254K	0.04%	285
2022 Q2	–	Sell	-2,831	Closed	-$299K	–	134
2022 Q1	$299K	Buy	2,831 +141	+5%	+$14.6K	0.04%	265
2021 Q4	$311K	Buy	2,690 +2	+0.1%	+$223	0.04%	263
2021 Q3	$275K	Hold	2,688	–	–	0.04%	274
2021 Q2	$271K	Buy	2,688 +232	+9%	+$22.4K	0.04%	287
2021 Q1	$223K	Buy	+2,456	New	+$221K	0.03%	311
2020 Q3	–	Sell	-1,750	Closed	-$126K	–	510
2020 Q2	$126K	Sell	1,750 -24	-1%	-$1.59K	0.03%	295
2020 Q1	$101K	Buy	1,774 +515	+41%	+$33.9K	0.03%	305
2019 Q4	$85K	Buy	+1,259	New	+$81.6K	0.02%	350

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

JMPWA

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

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

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

BTI

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

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

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

Financial Architects (New Jersey)'s IUSG Position: Q2 2023 in Review

Financial Architects (New Jersey) held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2023 at 3,126 shares worth $305K. The position accounts for 0.05% of the portfolio, ranked #257.

Financial Architects (New Jersey) first reported a position in IUSG in Q4 2019 and has held it in 12 quarters since. The position peaked at $311K in Q4 2021. 566 funds tracked by Wall St. Rank hold IUSG as of Q2 2023.

Financial Architects (New Jersey) held 3,126 shares of iShares Core S&P US Growth ETF worth $305K as of Q2 2023.
Financial Architects (New Jersey) left its iShares Core S&P US Growth ETF share count unchanged in Q2 2023.
iShares Core S&P US Growth ETF made up 0.05% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #257 holding.
Financial Architects (New Jersey) first reported a position in iShares Core S&P US Growth ETF in Q4 2019 and has held it in 12 quarters since.
Financial Architects (New Jersey)'s iShares Core S&P US Growth ETF position peaked at $311K in Q4 2021.
566 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.