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Foster Dykema Cabot & Co’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Foster Dykema Cabot & Co’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
Q3 		$20K Hold
211
– – ﹤0.01% 200
2023
Q2 		$21K Hold
211
– – ﹤0.01% 205
2023
Q1 		$19K Buy
+211
New +$18K ﹤0.01% 183

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Foster Dykema Cabot & Co's IUSG Position: Q3 2023 in Review

Foster Dykema Cabot & Co held its iShares Core S&P US Growth ETF (IUSG) position steady in Q3 2023 at 211 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #200.

Foster Dykema Cabot & Co first reported a position in IUSG in Q1 2023 and has held it in 3 quarters since. The position peaked at $21K in Q2 2023. 568 funds tracked by Wall St. Rank hold IUSG as of Q3 2023.

  • Foster Dykema Cabot & Co held 211 shares of iShares Core S&P US Growth ETF worth $20K as of Q3 2023.
  • Foster Dykema Cabot & Co left its iShares Core S&P US Growth ETF share count unchanged in Q3 2023.
  • iShares Core S&P US Growth ETF made up ﹤0.01% of Foster Dykema Cabot & Co's portfolio in Q3 2023, its #200 holding.
  • Foster Dykema Cabot & Co first reported a position in iShares Core S&P US Growth ETF in Q1 2023 and has held it in 3 quarters since.
  • Foster Dykema Cabot & Co's iShares Core S&P US Growth ETF position peaked at $21K in Q2 2023.
  • 568 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2023.

Based on Foster Dykema Cabot & Co's 13F filing for Q3 2023, filed 14 Nov 2023.