Horan Securities’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Horan Securities’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	-301	Closed	-$29.4K	–	373
2023 Q2	$29.4K	Hold	301	–	–	0.01%	279
2023 Q1	$26.7K	Hold	301	–	–	0.01%	276
2022 Q4	$24.5K	Hold	301	–	–	0.01%	273
2022 Q3	$24K	Hold	301	–	–	0.01%	251
2022 Q2	$26K	Hold	301	–	–	0.02%	237
2022 Q1	$32K	Hold	301	–	–	0.02%	215
2021 Q4	$35K	Buy	+301	New	+$33.6K	0.02%	201
2021 Q2	$30K	Buy	+297	New	+$28.6K	0.02%	206

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 $8.74B AUM 14.62% 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

Horan Securities's IUSG Position: Q3 2023 in Review

Horan Securities sold out of iShares Core S&P US Growth ETF (IUSG) in Q3 2023, closing a stake of 301 shares — an estimated $29.4K sold.

Horan Securities first reported a position in IUSG in Q2 2021 and held it in 8 quarters. The position peaked at $35K in Q4 2021. 568 funds tracked by Wall St. Rank hold IUSG as of Q3 2023.

Horan Securities reported no remaining iShares Core S&P US Growth ETF position as of Q3 2023 after selling out during the quarter.
Horan Securities sold 301 iShares Core S&P US Growth ETF shares in Q3 2023, an estimated $29.4K.
Horan Securities first reported a position in iShares Core S&P US Growth ETF in Q2 2021 and held it in 8 quarters.
Horan Securities's iShares Core S&P US Growth ETF position peaked at $35K in Q4 2021.
568 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.