Gallagher Benefit Services’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Gallagher Benefit Services’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 Q4	$15.1M	Buy	+185,535	New	+$15.5M	3.18%	11

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Gallagher Benefit Services's IUSG Position: Q4 2022 in Review

Gallagher Benefit Services opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q4 2022: 185,535 shares worth $15.1M. The stake represents 3.18% of the portfolio and ranks #11 among its holdings.

545 funds tracked by Wall St. Rank hold IUSG as of Q4 2022.

Gallagher Benefit Services held 185,535 shares of iShares Core S&P US Growth ETF worth $15.1M as of Q4 2022.
iShares Core S&P US Growth ETF was a new Gallagher Benefit Services position in Q4 2022.
iShares Core S&P US Growth ETF made up 3.18% of Gallagher Benefit Services's portfolio in Q4 2022, its #11 holding.
545 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2022.

Based on Gallagher Benefit Services's 13F filing for Q4 2022, filed 27 Feb 2023.