First Manhattan’s iShares Core S&P US Growth ETF IUSG Stock Holding History

First Manhattan’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 Q2	–	Sell	-264	Closed	-$30.9K	–	992
2024 Q1	$30.9K	Hold	264	–	–	﹤0.01%	968
2023 Q4	$27.5K	Hold	264	–	–	﹤0.01%	972
2023 Q3	$25K	Hold	264	–	–	﹤0.01%	988
2023 Q2	$25.8K	Hold	264	–	–	﹤0.01%	987
2023 Q1	$23.4K	Buy	+264	New	+$22.5K	﹤0.01%	1057
2022 Q4	–	Sell	-151	Closed	-$12K	–	1745
2022 Q3	$12K	Hold	151	–	–	﹤0.01%	1173
2022 Q2	$12K	Buy	+151	New	+$13.8K	﹤0.01%	1206
2021 Q3	–	Sell	-93	Closed	-$9K	–	1630
2021 Q2	$9K	Buy	+93	New	+$8.96K	﹤0.01%	1301

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

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

BTI

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

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

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

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

First Manhattan's IUSG Position: Q2 2024 in Review

First Manhattan sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2024, closing a stake of 264 shares — an estimated $30.9K sold.

First Manhattan first reported a position in IUSG in Q2 2021 and held it in 8 quarters. The position peaked at $30.9K in Q1 2024. 684 funds tracked by Wall St. Rank hold IUSG as of Q2 2024.

First Manhattan reported no remaining iShares Core S&P US Growth ETF position as of Q2 2024 after selling out during the quarter.
First Manhattan sold 264 iShares Core S&P US Growth ETF shares in Q2 2024, an estimated $30.9K.
First Manhattan first reported a position in iShares Core S&P US Growth ETF in Q2 2021 and held it in 8 quarters.
First Manhattan's iShares Core S&P US Growth ETF position peaked at $30.9K in Q1 2024.
684 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2024.

Based on First Manhattan's 13F filing for Q2 2024, filed 14 Aug 2024.