Heritage Wealth Management (Arizona)’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Heritage Wealth Management (Arizona)’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 Q2	$228K	Hold	1,785	–	–	0.13%	151
2024 Q1	$209K	Buy	+1,785	New	+$199K	0.11%	171
2022 Q4	$304K	Buy	3,724 +1,816	+95%	+$152K	0.04%	289
2022 Q3	$153K	Hold	1,908	–	–	0.05%	275
2022 Q2	$160K	Sell	1,908 -59	-3%	-$5.41K	0.05%	276
2022 Q1	$208K	Buy	+1,967	New	+$204K	0.06%	267
2021 Q3	$201K	Sell	1,959 -659	-25%	-$69.6K	0.07%	215
2021 Q2	$264K	Sell	2,618 -77	-3%	-$7.42K	0.1%	175
2021 Q1	$245K	Buy	+2,695	New	+$243K	0.14%	134

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s IUSG Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2024 at 1,785 shares worth $228K. The position accounts for 0.13% of the portfolio, ranked #151.

Heritage Wealth Management (Arizona) first reported a position in IUSG in Q1 2021 and has held it in 9 quarters since. The position peaked at $304K in Q4 2022. 684 funds tracked by Wall St. Rank hold IUSG as of Q2 2024.

Heritage Wealth Management (Arizona) held 1,785 shares of iShares Core S&P US Growth ETF worth $228K as of Q2 2024.
Heritage Wealth Management (Arizona) left its iShares Core S&P US Growth ETF share count unchanged in Q2 2024.
iShares Core S&P US Growth ETF made up 0.13% of Heritage Wealth Management (Arizona)'s portfolio in Q2 2024, its #151 holding.
Heritage Wealth Management (Arizona) first reported a position in iShares Core S&P US Growth ETF in Q1 2021 and has held it in 9 quarters since.
Heritage Wealth Management (Arizona)'s iShares Core S&P US Growth ETF position peaked at $304K in Q4 2022.
684 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.