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

First Personal Financial 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	$7.52K	Hold	57	–	–	﹤0.01%	327
2024 Q2	$7.27K	Hold	57	–	–	﹤0.01%	297
2024 Q1	$6.68K	Hold	57	–	–	﹤0.01%	303
2023 Q4	$5.93K	Hold	57	–	–	﹤0.01%	330
2023 Q3	$5.41K	Hold	57	–	–	﹤0.01%	339
2023 Q2	$5.57K	Hold	57	–	–	﹤0.01%	338
2023 Q1	$5.06K	Buy	+57	New	+$4.85K	﹤0.01%	355

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 Personal Financial Services's IUSG Position: Q3 2024 in Review

First Personal Financial Services held its iShares Core S&P US Growth ETF (IUSG) position steady in Q3 2024 at 57 shares worth $7.52K. The position accounts for ﹤0.01% of the portfolio, ranked #327.

First Personal Financial Services first reported a position in IUSG in Q1 2023 and has held it in 7 quarters since. 694 funds tracked by Wall St. Rank hold IUSG as of Q3 2024.

First Personal Financial Services held 57 shares of iShares Core S&P US Growth ETF worth $7.52K as of Q3 2024.
First Personal Financial Services left its iShares Core S&P US Growth ETF share count unchanged in Q3 2024.
iShares Core S&P US Growth ETF made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #327 holding.
First Personal Financial Services first reported a position in iShares Core S&P US Growth ETF in Q1 2023 and has held it in 7 quarters since.
694 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.