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Good Life Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Good Life Advisors’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
Q4 		– Sell
-40,670
Closed -$5.37M – 556
2024
Q3 		$5.37M Buy
40,670
+21,246
+109% +$2.7M 0.33% 60
2024
Q2 		$2.48M Sell
19,424
-617
-3% -$73.6K 0.2% 96
2024
Q1 		$2.35M Sell
20,041
-2,740
-12% -$305K 0.21% 89
2023
Q4 		$2.37M Sell
22,781
-2,550
-10% -$251K 0.23% 84
2023
Q3 		$2.4M Sell
25,331
-3,149
-11% -$309K 0.28% 77
2023
Q2 		$2.78M Sell
28,480
-1,450
-5% -$133K 0.31% 64
2023
Q1 		$2.66M Sell
29,930
-2,687
-8% -$229K 0.34% 65
2022
Q4 		$2.66M Sell
32,617
-270
-0.8% -$22.6K 0.37% 59
2022
Q3 		$2.64M Sell
32,887
-13,651
-29% -$1.23M 0.39% 57
2022
Q2 		$3.9M Sell
46,538
-2,685
-5% -$246K 0.54% 48
2022
Q1 		$5.2M Sell
49,223
-4,446
-8% -$462K 0.65% 36
2021
Q4 		$6.21M Sell
53,669
-9,036
-14% -$1.01M 0.75% 30
2021
Q3 		$6.42M Sell
62,705
-3,577
-5% -$378K 0.87% 28
2021
Q2 		$6.69M Sell
66,282
-4,198
-6% -$405K 1.27% 16
2021
Q1 		$6.41M Buy
70,480
+10,205
+17% +$920K 1.3% 15
2020
Q4 		$5.34M Buy
60,275
+331
+0.6% +$27.8K 1.25% 18
2020
Q3 		$4.57M Buy
59,944
+7,718
+15% +$605K 1.25% 19
2020
Q2 		$3.76M Buy
52,226
+5,387
+12% +$358K 1.13% 21
2020
Q1 		$2.67M Sell
46,839
-1,570
-3% -$103K 0.97% 22
2019
Q4 		$3.27M Buy
48,409
+2,148
+5% +$139K 0.93% 19
2019
Q3 		$2.91M Buy
46,261
+535
+1% +$33.8K 0.9% 17
2019
Q2 		$2.87M Buy
45,726
+28,676
+168% +$1.76M 0.82% 21
2019
Q1 		$1.03M Buy
+17,050
New +$978K 0.31% 56
2018
Q4 		– Sell
-7,487
Closed -$463K – 250
2018
Q3 		$463K Buy
7,487
+518
+7% +$31.3K 0.13% 126
2018
Q2 		$398K Buy
6,969
+699
+11% +$39.5K 0.13% 135
2018
Q1 		$331K Sell
6,270
-544
-8% -$30.5K 0.11% 140
2017
Q4 		$379K Buy
6,814
+1,630
+31% +$85.7K 0.12% 134
2017
Q3 		$266K Buy
5,184
+220
+4% +$10.9K 0.1% 159
2017
Q2 		$240K Buy
+4,964
New +$237K 0.11% 169

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Good Life Advisors's IUSG Position: Q4 2024 in Review

Good Life Advisors sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2024, closing a stake of 40,670 shares — an estimated $5.37M sold.

Good Life Advisors first reported a position in IUSG in Q2 2017 and held it in 29 quarters. The position peaked at $6.69M in Q2 2021. 775 funds tracked by Wall St. Rank hold IUSG as of Q4 2024.

  • Good Life Advisors reported no remaining iShares Core S&P US Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Good Life Advisors sold 40,670 iShares Core S&P US Growth ETF shares in Q4 2024, an estimated $5.37M.
  • Good Life Advisors first reported a position in iShares Core S&P US Growth ETF in Q2 2017 and held it in 29 quarters.
  • Good Life Advisors's iShares Core S&P US Growth ETF position peaked at $6.69M in Q2 2021.
  • 775 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2024.

Based on Good Life Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.