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

Freedman Financial Associates’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
Q2 		– Sell
-2,096
Closed -$225K – 203
2022
Q1 		$225K Sell
2,096
-117
-5% -$12.2K 0.16% 72
2021
Q4 		$256K Hold
2,213
– – 0.17% 61
2021
Q3 		$227K Hold
2,213
– – 0.17% 62
2021
Q2 		$223K Sell
2,213
-500
-18% -$48.2K 0.17% 60
2021
Q1 		$246K Buy
2,713
+213
+9% +$19.2K 0.2% 49
2020
Q4 		$222K Buy
+2,500
New +$210K 0.2% 51

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
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Freedman Financial Associates's IUSG Position: Q2 2022 in Review

Freedman Financial Associates sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2022, closing a stake of 2,096 shares — an estimated $225K sold.

Freedman Financial Associates first reported a position in IUSG in Q4 2020 and held it in 6 quarters. The position peaked at $256K in Q4 2021. 501 funds tracked by Wall St. Rank hold IUSG as of Q2 2022.

  • Freedman Financial Associates reported no remaining iShares Core S&P US Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 2,096 iShares Core S&P US Growth ETF shares in Q2 2022, an estimated $225K.
  • Freedman Financial Associates first reported a position in iShares Core S&P US Growth ETF in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's iShares Core S&P US Growth ETF position peaked at $256K in Q4 2021.
  • 501 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.