Gemmer Asset Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Gemmer Asset Management’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	-563	Closed	-$59K	–	605
2022 Q1	$59K	Hold	563	–	–	0.01%	239
2021 Q4	$65K	Hold	563	–	–	0.01%	225
2021 Q3	$58K	Hold	563	–	–	0.01%	214
2021 Q2	$57K	Hold	563	–	–	0.01%	247
2021 Q1	$51K	Sell	563 -341	-38%	-$30.7K	0.01%	237
2020 Q4	$80K	Hold	904	–	–	0.01%	167
2020 Q3	$72K	Hold	904	–	–	0.01%	158
2020 Q2	$65K	Hold	904	–	–	0.01%	172
2020 Q1	$52K	Buy	+904	New	+$59.5K	0.01%	178

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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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

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 $71.6B AUM 21.08% 1-Year Est. Return

Gemmer Asset Management's IUSG Position: Q2 2022 in Review

Gemmer Asset Management sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2022, closing a stake of 563 shares — an estimated $59K sold.

Gemmer Asset Management first reported a position in IUSG in Q1 2020 and held it in 9 quarters. The position peaked at $80K in Q4 2020. 501 funds tracked by Wall St. Rank hold IUSG as of Q2 2022.

Gemmer Asset Management reported no remaining iShares Core S&P US Growth ETF position as of Q2 2022 after selling out during the quarter.
Gemmer Asset Management sold 563 iShares Core S&P US Growth ETF shares in Q2 2022, an estimated $59K.
Gemmer Asset Management first reported a position in iShares Core S&P US Growth ETF in Q1 2020 and held it in 9 quarters.
Gemmer Asset Management's iShares Core S&P US Growth ETF position peaked at $80K in Q4 2020.
501 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2022.

Based on Gemmer Asset Management's 13F filing for Q2 2022, filed 22 Jul 2022.