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

Heritage 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
2023 Q3	–	Sell	-525	Closed	-$51.3K	–	546
2023 Q2	$51.3K	Hold	525	–	–	﹤0.01%	324
2023 Q1	$46.6K	Hold	525	–	–	﹤0.01%	329
2022 Q4	$42.8K	Hold	525	–	–	﹤0.01%	341
2022 Q3	$42.1K	Hold	525	–	–	﹤0.01%	313
2022 Q2	$44K	Hold	525	–	–	﹤0.01%	338
2022 Q1	$55K	Hold	525	–	–	﹤0.01%	309
2021 Q4	$61K	Hold	525	–	–	﹤0.01%	313
2021 Q3	$53.8K	Hold	525	–	–	﹤0.01%	310
2021 Q2	$53K	Sell	525 -2,075	-80%	-$200K	﹤0.01%	321
2021 Q1	$236K	Sell	2,600 -2,600	-50%	-$234K	0.01%	190
2020 Q4	$461K	Hold	5,200	–	–	0.03%	134
2020 Q3	$416K	Hold	5,200	–	–	0.05%	101
2020 Q2	$374K	Hold	5,200	–	–	0.05%	102
2020 Q1	$297K	Hold	5,200	–	–	0.05%	104
2019 Q4	$352K	Hold	5,200	–	–	0.05%	128
2019 Q3	$326K	Hold	5,200	–	–	0.05%	126
2019 Q2	$326K	Hold	5,200	–	–	0.05%	114
2019 Q1	$314K	Hold	5,200	–	–	0.05%	105
2018 Q4	$274K	Hold	5,200	–	–	0.05%	107
2018 Q3	$323K	Hold	5,200	–	–	0.06%	98
2018 Q2	$297K	Hold	5,200	–	–	0.11%	97
2018 Q1	$284K	Hold	5,200	–	–	0.12%	92
2017 Q4	$280K	Hold	5,200	–	–	0.12%	94
2017 Q3	$262K	Hold	5,200	–	–	0.13%	89
2017 Q2	$251K	Hold	5,200	–	–	0.13%	88
2017 Q1	$241K	Hold	5,200	–	–	0.13%	87
2016 Q4	$223K	Hold	5,200	–	–	0.15%	78
2016 Q3	$221K	Hold	5,200	–	–	0.15%	81
2016 Q2	$212K	Hold	5,200	–	–	0.14%	92
2016 Q1	$211K	Hold	5,200	–	–	0.17%	75
2015 Q4	$211K	Buy	+5,200	New	+$212K	0.18%	74
2015 Q3	–	Sell	-5,200	Closed	-$211K	–	78
2015 Q2	$211K	Hold	5,200	–	–	0.18%	83
2015 Q1	$211K	Hold	5,200	–	–	0.17%	88
2014 Q4	$204K	Buy	+5,200	New	+$199K	0.18%	92

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

BTI

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Heritage Wealth Advisors's IUSG Position: Q3 2023 in Review

Heritage Wealth Advisors sold out of iShares Core S&P US Growth ETF (IUSG) in Q3 2023, closing a stake of 525 shares — an estimated $51.3K sold.

Heritage Wealth Advisors first reported a position in IUSG in Q4 2014 and held it in 34 quarters. The position peaked at $461K in Q4 2020. 568 funds tracked by Wall St. Rank hold IUSG as of Q3 2023.

Heritage Wealth Advisors reported no remaining iShares Core S&P US Growth ETF position as of Q3 2023 after selling out during the quarter.
Heritage Wealth Advisors sold 525 iShares Core S&P US Growth ETF shares in Q3 2023, an estimated $51.3K.
Heritage Wealth Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2014 and held it in 34 quarters.
Heritage Wealth Advisors's iShares Core S&P US Growth ETF position peaked at $461K in Q4 2020.
568 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2023.

Based on Heritage Wealth Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.