Global Wealth Management Investment Advisory’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Global Wealth Management Investment Advisory’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
2024 Q1	–	Sell	-470	Closed	-$48.9K	–	291
2023 Q4	$48.9K	Hold	470	–	–	0.01%	191
2023 Q3	$44.6K	Hold	470	–	–	0.01%	199
2023 Q2	$45.9K	Buy	+470	New	+$43.1K	0.01%	198
2022 Q3	–	Sell	-393	Closed	-$33K	–	300
2022 Q2	$33K	Hold	393	–	–	0.01%	206
2022 Q1	$42K	Hold	393	–	–	0.01%	205
2021 Q4	$45K	Sell	393 -26	-6%	-$2.9K	0.01%	199
2021 Q3	$43K	Buy	419 +26	+7%	+$2.75K	0.01%	209
2021 Q2	$40K	Hold	393	–	–	0.01%	205
2021 Q1	$36K	Hold	393	–	–	0.01%	211
2020 Q4	$35K	Hold	393	–	–	0.01%	202
2020 Q3	$31K	Hold	393	–	–	0.01%	198
2020 Q2	$28K	Hold	393	–	–	0.01%	246
2020 Q1	$22K	Hold	393	–	–	0.01%	245
2019 Q4	$27K	Hold	393	–	–	0.01%	237
2019 Q3	$25K	Hold	393	–	–	0.01%	226
2019 Q2	$25K	Sell	393 -46	-10%	-$2.83K	0.01%	239
2019 Q1	$26K	Hold	439	–	–	0.01%	277
2018 Q4	$23K	Buy	+439	New	+$24.9K	0.01%	284

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Global Wealth Management Investment Advisory's IUSG Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of iShares Core S&P US Growth ETF (IUSG) in Q1 2024, closing a stake of 470 shares — an estimated $48.9K sold.

Global Wealth Management Investment Advisory first reported a position in IUSG in Q4 2018 and held it in 18 quarters. The position peaked at $48.9K in Q4 2023. 641 funds tracked by Wall St. Rank hold IUSG as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining iShares Core S&P US Growth ETF position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 470 iShares Core S&P US Growth ETF shares in Q1 2024, an estimated $48.9K.
Global Wealth Management Investment Advisory first reported a position in iShares Core S&P US Growth ETF in Q4 2018 and held it in 18 quarters.
Global Wealth Management Investment Advisory's iShares Core S&P US Growth ETF position peaked at $48.9K in Q4 2023.
641 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.