First Command Advisory Services’s iShares Core S&P US Growth ETF IUSG Stock Holding History

First Command Advisory Services’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	-19	Closed	-$2.42K	–	507
2024 Q2	$2.42K	Hold	19	–	–	﹤0.01%	429
2024 Q1	$2.23K	Hold	19	–	–	﹤0.01%	441
2023 Q4	$1.98K	Buy	+19	New	+$1.87K	﹤0.01%	427
2023 Q3	–	Sell	-90	Closed	–	–	484
2023 Q2	$0	Buy	+90	New	+$8.25K	﹤0.01%	123
2022 Q1	–	Sell	-25	Closed	-$3K	–	70
2021 Q4	$3K	Buy	+25	New	+$2.79K	﹤0.01%	22
2021 Q3	–	Sell	-78	Closed	–	–	134
2021 Q2	$0	Buy	+78	New	+$7.52K	﹤0.01%	50

Other funds holding IUSG

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

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

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

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

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

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

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

First Command Advisory Services's IUSG Position: Q3 2024 in Review

First Command Advisory Services sold out of iShares Core S&P US Growth ETF (IUSG) in Q3 2024, closing a stake of 19 shares — an estimated $2.42K sold.

First Command Advisory Services first reported a position in IUSG in Q2 2021 and held it in 6 quarters. The position peaked at $3K in Q4 2021. 694 funds tracked by Wall St. Rank hold IUSG as of Q3 2024.

First Command Advisory Services reported no remaining iShares Core S&P US Growth ETF position as of Q3 2024 after selling out during the quarter.
First Command Advisory Services sold 19 iShares Core S&P US Growth ETF shares in Q3 2024, an estimated $2.42K.
First Command Advisory Services first reported a position in iShares Core S&P US Growth ETF in Q2 2021 and held it in 6 quarters.
First Command Advisory Services's iShares Core S&P US Growth ETF position peaked at $3K in Q4 2021.
694 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2024.

Based on First Command Advisory Services's 13F filing for Q3 2024, filed 25 Oct 2024.