Hibernia Wealth Partners’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Hibernia Wealth Partners’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	-2,118	Closed	-$279K	–	88
2024 Q3	$279K	Buy	+2,118	New	+$269K	0.08%	97
2024 Q2	–	Sell	-2,091	Closed	-$245K	–	104
2024 Q1	$245K	Sell	2,091 -30	-1%	-$3.34K	0.17%	69
2023 Q4	$221K	Sell	2,121 -29	-1%	-$2.86K	0.17%	64
2023 Q3	$204K	Buy	+2,150	New	+$211K	0.16%	58

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

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 New York $1.56T AUM 27.86% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Hibernia Wealth Partners's IUSG Position: Q4 2024 in Review

Hibernia Wealth Partners sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2024, closing a stake of 2,118 shares — an estimated $279K sold.

Hibernia Wealth Partners first reported a position in IUSG in Q3 2023 and held it in 4 quarters. The position peaked at $279K in Q3 2024. 774 funds tracked by Wall St. Rank hold IUSG as of Q4 2024.

Hibernia Wealth Partners reported no remaining iShares Core S&P US Growth ETF position as of Q4 2024 after selling out during the quarter.
Hibernia Wealth Partners sold 2,118 iShares Core S&P US Growth ETF shares in Q4 2024, an estimated $279K.
Hibernia Wealth Partners first reported a position in iShares Core S&P US Growth ETF in Q3 2023 and held it in 4 quarters.
Hibernia Wealth Partners's iShares Core S&P US Growth ETF position peaked at $279K in Q3 2024.
774 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2024.

Based on Hibernia Wealth Partners's 13F filing for Q4 2024, filed 29 Jan 2025.