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Ford Financial Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Ford Financial Group’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
2023
Q1 		– Sell
-7,768
Closed -$633K – 48
2022
Q4 		$633K Sell
7,768
-68
-0.9% -$5.68K 0.25% 69
2022
Q3 		$628K Sell
7,836
-12,817
-62% -$1.15M 0.26% 65
2022
Q2 		$1.73M Sell
20,653
-3,624
-15% -$332K 0.7% 35
2022
Q1 		$2.56M Sell
24,277
-16,662
-41% -$1.73M 0.98% 28
2021
Q4 		$4.73K Sell
40,939
-4,999
-11% -$557K 0.94% 16
2021
Q3 		$4.7M Sell
45,938
-469
-1% -$49.5K 1.81% 16
2021
Q2 		$4.69M Buy
46,407
+2,416
+5% +$233K 1.75% 15
2021
Q1 		$3.99M Sell
43,991
-4,569
-9% -$412K 1.72% 17
2020
Q4 		$4.31M Buy
48,560
+5,710
+13% +$480K 2.03% 15
2020
Q3 		$3.43M Sell
42,850
-6,348
-13% -$497K 1.87% 14
2020
Q2 		$3.54M Sell
49,198
-1,196
-2% -$79.5K 1.97% 13
2020
Q1 		$2.88M Buy
50,394
+6,270
+14% +$413K 1.92% 13
2019
Q4 		$2.98M Buy
44,124
+919
+2% +$59.5K 1.72% 9
2019
Q3 		$2.72M Buy
43,205
+623
+1% +$39.4K 1.73% 9
2019
Q2 		$2.67M Buy
42,582
+180
+0.4% +$11.1K 1.81% 11
2019
Q1 		$2.56M Sell
42,402
-841
-2% -$48.2K 1.83% 13
2018
Q4 		$2.28M Buy
43,243
+217
+0.5% +$12.3K 1.72% 13
2018
Q3 		$2.68M Buy
43,026
+381
+0.9% +$23K 1.96% 10
2018
Q2 		$2.45M Sell
42,645
-265
-0.6% -$15K 1.79% 12
2018
Q1 		$2.34M Buy
42,910
+2,469
+6% +$138K 1.83% 15
2017
Q4 		$2.25M Buy
+40,441
New +$2.13M 1.69% 14

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
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ford Financial Group's IUSG Position: Q1 2023 in Review

Ford Financial Group sold out of iShares Core S&P US Growth ETF (IUSG) in Q1 2023, closing a stake of 7,768 shares — an estimated $633K sold.

Ford Financial Group first reported a position in IUSG in Q4 2017 and held it in 21 quarters. The position peaked at $4.7M in Q3 2021. 553 funds tracked by Wall St. Rank hold IUSG as of Q1 2023.

  • Ford Financial Group reported no remaining iShares Core S&P US Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Ford Financial Group sold 7,768 iShares Core S&P US Growth ETF shares in Q1 2023, an estimated $633K.
  • Ford Financial Group first reported a position in iShares Core S&P US Growth ETF in Q4 2017 and held it in 21 quarters.
  • Ford Financial Group's iShares Core S&P US Growth ETF position peaked at $4.7M in Q3 2021.
  • 553 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2023.

Based on Ford Financial Group's 13F filing for Q1 2023, filed 11 May 2023.