Householder Group Estate & Retirement Specialist’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Householder Group Estate & Retirement Specialist’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	$12K	Sell	87 -1,648	-95%	-$226K	0.01%	347
2024 Q3	$228K	Buy	1,735 +12	+0.7%	+$1.53K	0.07%	227
2024 Q2	$219K	Buy	1,723 +75	+5%	+$8.95K	0.06%	235
2024 Q1	$193K	Sell	1,648 -6	-0.4%	-$667	0.06%	246
2023 Q4	$172K	Sell	1,654 -12	-0.7%	-$1.18K	0.06%	257
2023 Q3	$158K	Buy	+1,666	New	+$163K	0.06%	246
2023 Q1	$26K	Buy	+298	New	+$25.4K	0.01%	582
2022 Q4	–	Sell	-397	Closed	-$31K	–	710
2022 Q3	$31K	Buy	+397	New	+$35.8K	0.01%	493

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $424B AUM 22.96% 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 $79.5B AUM 27.1% 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

Householder Group Estate & Retirement Specialist's IUSG Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its iShares Core S&P US Growth ETF (IUSG) stake by 95% in Q4 2024, selling an estimated $226K and leaving 87 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #347.

Householder Group Estate & Retirement Specialist first reported a position in IUSG in Q3 2022 and has held it in 8 quarters since. The position peaked at $228K in Q3 2024. 774 funds tracked by Wall St. Rank hold IUSG as of Q4 2024.

Householder Group Estate & Retirement Specialist held 87 shares of iShares Core S&P US Growth ETF worth $12K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 1,648 iShares Core S&P US Growth ETF shares in Q4 2024, an estimated $226K.
iShares Core S&P US Growth ETF made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #347 holding.
Householder Group Estate & Retirement Specialist first reported a position in iShares Core S&P US Growth ETF in Q3 2022 and has held it in 8 quarters since.
Householder Group Estate & Retirement Specialist's iShares Core S&P US Growth ETF position peaked at $228K in Q3 2024.
774 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.