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Heritage Oak Wealth Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Heritage Oak Wealth 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
-29,376
Closed -$3.87M – 122
2024
Q3 		$3.87M Buy
+29,376
New +$3.74M 1.79% 15

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Heritage Oak Wealth Advisors's IUSG Position: Q4 2024 in Review

Heritage Oak Wealth Advisors sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2024, closing a stake of 29,376 shares — an estimated $3.87M sold.

Heritage Oak Wealth Advisors first reported a position in IUSG in Q3 2024 and held it in 1 quarter. The position peaked at $3.87M in Q3 2024. 774 funds tracked by Wall St. Rank hold IUSG as of Q4 2024.

  • Heritage Oak Wealth Advisors reported no remaining iShares Core S&P US Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 29,376 iShares Core S&P US Growth ETF shares in Q4 2024, an estimated $3.87M.
  • Heritage Oak Wealth Advisors first reported a position in iShares Core S&P US Growth ETF in Q3 2024 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's iShares Core S&P US Growth ETF position peaked at $3.87M in Q3 2024.
  • 774 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.