GI
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Gradient Investments’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Gradient Investments’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
Q3 		– Sell
-659
Closed -$84K – 817
2024
Q2 		$84K Buy
659
+598
+980% +$71.3K ﹤0.01% 420
2024
Q1 		$7.15K Sell
61
-10
-14% -$1.11K ﹤0.01% 676
2023
Q4 		$7.39K Hold
71
– – ﹤0.01% 894
2023
Q3 		$6.73K Sell
71
-157
-69% -$15.4K ﹤0.01% 885
2023
Q2 		$22.3K Buy
228
+218
+2,180% +$20K ﹤0.01% 667
2023
Q1 		$888 Hold
10
– – ﹤0.01% 1219
2022
Q4 		$815 Hold
10
– – ﹤0.01% 1233
2022
Q3 		$1K Sell
10
-168
-94% -$15.1K ﹤0.01% 1245
2022
Q2 		$15K Hold
178
– – ﹤0.01% 698
2022
Q1 		$19K Hold
178
– – ﹤0.01% 659
2021
Q4 		$21K Hold
178
– – ﹤0.01% 645
2021
Q3 		$18K Hold
178
– – ﹤0.01% 662
2021
Q2 		$18K Sell
178
-1,122
-86% -$108K ﹤0.01% 650
2021
Q1 		$118K Buy
1,300
+161
+14% +$14.5K ﹤0.01% 341
2020
Q4 		$91K Hold
1,139
– – ﹤0.01% 327
2020
Q3 		$91K Buy
1,139
+92
+9% +$7.21K ﹤0.01% 327
2020
Q2 		$75K Sell
1,047
-733
-41% -$48.7K ﹤0.01% 332
2020
Q1 		$102K Buy
1,780
+797
+81% +$52.5K 0.01% 271
2019
Q4 		$66K Buy
983
+815
+485% +$52.8K ﹤0.01% 351
2019
Q3 		$11K Hold
168
– – ﹤0.01% 642
2019
Q2 		$11K Sell
168
-33
-16% -$2.03K ﹤0.01% 625
2019
Q1 		$12K Sell
201
-113
-36% -$6.48K ﹤0.01% 524
2018
Q4 		$17K Buy
314
+146
+87% +$8.28K ﹤0.01% 477
2018
Q3 		$10K Buy
168
+36
+27% +$2.17K ﹤0.01% 630
2018
Q2 		$8K Buy
+132
New +$7.46K ﹤0.01% 650

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
Envestnet Asset Management
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return

Gradient Investments's IUSG Position: Q3 2024 in Review

Gradient Investments sold out of iShares Core S&P US Growth ETF (IUSG) in Q3 2024, closing a stake of 659 shares — an estimated $84K sold.

Gradient Investments first reported a position in IUSG in Q2 2018 and held it in 25 quarters. The position peaked at $118K in Q1 2021. 694 funds tracked by Wall St. Rank hold IUSG as of Q3 2024.

  • Gradient Investments reported no remaining iShares Core S&P US Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 659 iShares Core S&P US Growth ETF shares in Q3 2024, an estimated $84K.
  • Gradient Investments first reported a position in iShares Core S&P US Growth ETF in Q2 2018 and held it in 25 quarters.
  • Gradient Investments's iShares Core S&P US Growth ETF position peaked at $118K in Q1 2021.
  • 694 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.