Focused Wealth Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Focused Wealth Management’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	-502	Closed	-$3.83M	–	221
2024 Q3	$3.83M	Buy	+502	New	+$63.8K	0.5%	31
2024 Q1	–	Sell	-500	Closed	-$52K	–	568
2023 Q4	$52K	Hold	500	–	–	0.01%	301
2023 Q3	$47.4K	Hold	500	–	–	0.01%	299
2023 Q2	$48.8K	Hold	500	–	–	0.01%	307
2023 Q1	$44.4K	Sell	500 -53,574	-99%	-$4.56M	0.01%	323
2022 Q4	$4.41M	Buy	+54,074	New	+$4.52M	0.9%	20

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 $8.74B AUM 14.62% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Focused Wealth Management's IUSG Position: Q4 2024 in Review

Focused Wealth Management sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2024, closing a stake of 502 shares — an estimated $3.83M sold.

Focused Wealth Management first reported a position in IUSG in Q4 2022 and held it in 6 quarters. The position peaked at $4.41M in Q4 2022. 774 funds tracked by Wall St. Rank hold IUSG as of Q4 2024.

Focused Wealth Management reported no remaining iShares Core S&P US Growth ETF position as of Q4 2024 after selling out during the quarter.
Focused Wealth Management sold 502 iShares Core S&P US Growth ETF shares in Q4 2024, an estimated $3.83M.
Focused Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q4 2022 and held it in 6 quarters.
Focused Wealth Management's iShares Core S&P US Growth ETF position peaked at $4.41M in Q4 2022.
774 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2024.

Based on Focused Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.