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HM Payson & Co’s iShares Core S&P US Growth ETF IUSG Stock Holding History

HM Payson & Co’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
-74
Closed -$9.43K – 1144
2024
Q2 		$9.43K Buy
+74
New +$8.83K ﹤0.01% 840
2023
Q4 		– Sell
-200
Closed -$19K – 1005
2023
Q3 		$19K Buy
+200
New +$19.6K ﹤0.01% 740

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 $8.74B AUM 14.62% 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

HM Payson & Co's IUSG Position: Q3 2024 in Review

HM Payson & Co sold out of iShares Core S&P US Growth ETF (IUSG) in Q3 2024, closing a stake of 74 shares — an estimated $9.43K sold.

HM Payson & Co first reported a position in IUSG in Q3 2023 and held it in 2 quarters. The position peaked at $19K in Q3 2023. 694 funds tracked by Wall St. Rank hold IUSG as of Q3 2024.

  • HM Payson & Co reported no remaining iShares Core S&P US Growth ETF position as of Q3 2024 after selling out during the quarter.
  • HM Payson & Co sold 74 iShares Core S&P US Growth ETF shares in Q3 2024, an estimated $9.43K.
  • HM Payson & Co first reported a position in iShares Core S&P US Growth ETF in Q3 2023 and held it in 2 quarters.
  • HM Payson & Co's iShares Core S&P US Growth ETF position peaked at $19K in Q3 2023.
  • 694 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2024.

Based on HM Payson & Co's 13F filing for Q3 2024, filed 28 Oct 2024.