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First Trust Direct Indexing’s iShares Core S&P US Growth ETF IUSG Stock Holding History

First Trust Direct Indexing’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
Q4 		– Sell
-2,477
Closed -$327K – 455
2024
Q3 		$327K Buy
2,477
+217
+10% +$27.6K 0.02% 694
2024
Q2 		$288K Buy
2,260
+402
+22% +$48K 0.02% 682
2024
Q1 		$218K Buy
+1,858
New +$207K 0.02% 702

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

First Trust Direct Indexing's IUSG Position: Q4 2024 in Review

First Trust Direct Indexing sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2024, closing a stake of 2,477 shares — an estimated $327K sold.

First Trust Direct Indexing first reported a position in IUSG in Q1 2024 and held it in 3 quarters. The position peaked at $327K in Q3 2024. 774 funds tracked by Wall St. Rank hold IUSG as of Q4 2024.

  • First Trust Direct Indexing reported no remaining iShares Core S&P US Growth ETF position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 2,477 iShares Core S&P US Growth ETF shares in Q4 2024, an estimated $327K.
  • First Trust Direct Indexing first reported a position in iShares Core S&P US Growth ETF in Q1 2024 and held it in 3 quarters.
  • First Trust Direct Indexing's iShares Core S&P US Growth ETF position peaked at $327K in Q3 2024.
  • 774 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.