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

FourThought Financial’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
2022 Q3	$501K	Buy	6,243 +6	+0.1%	+$540	0.07%	176
2022 Q2	$522K	Buy	6,237 +57	+0.9%	+$5.23K	0.08%	173
2022 Q1	$653K	Sell	6,180 -269	-4%	-$27.9K	0.08%	164
2021 Q4	$746K	Sell	6,449 -95	-1%	-$10.6K	0.09%	149
2021 Q3	$670K	Sell	6,544 -617	-9%	-$65.2K	0.09%	164
2021 Q2	$723K	Sell	7,161 -396	-5%	-$38.2K	0.1%	165
2021 Q1	$686K	Sell	7,557 -721	-9%	-$65K	0.1%	161
2020 Q4	$734K	Buy	+8,278	New	+$696K	0.12%	141

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FourThought Financial's IUSG Position: Q3 2022 in Review

FourThought Financial increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.1% in Q3 2022, buying an estimated $540 and bringing the position to 6,243 shares worth $501K. The position accounts for 0.07% of the portfolio, ranked #176.

FourThought Financial first reported a position in IUSG in Q4 2020 and has held it in 8 quarters since. The position peaked at $746K in Q4 2021. 513 funds tracked by Wall St. Rank hold IUSG as of Q3 2022.

FourThought Financial held 6,243 shares of iShares Core S&P US Growth ETF worth $501K as of Q3 2022.
FourThought Financial bought 6 iShares Core S&P US Growth ETF shares in Q3 2022, an estimated $540.
iShares Core S&P US Growth ETF made up 0.07% of FourThought Financial's portfolio in Q3 2022, its #176 holding.
FourThought Financial first reported a position in iShares Core S&P US Growth ETF in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's iShares Core S&P US Growth ETF position peaked at $746K in Q4 2021.
513 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.