HYA Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

HYA Advisors’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
2022 Q2	$3.1M	Buy	37,098 +412	+1%	+$37.8K	1.22%	26
2022 Q1	$3.88M	Buy	36,686 +185	+0.5%	+$19.2K	1.34%	25
2021 Q4	$4.22M	Sell	36,501 -126	-0.3%	-$14K	1.51%	20
2021 Q3	$3.78M	Sell	36,627 -650	-2%	-$68.7K	1.53%	22
2021 Q2	$3.76M	Buy	37,277 +1,222	+3%	+$118K	1.58%	21
2021 Q1	$3.27M	Buy	36,055 +3,777	+12%	+$340K	1.55%	19
2020 Q4	$2.86M	Buy	32,278 +852	+3%	+$71.7K	1.52%	17
2020 Q3	$2.51M	Buy	31,426 +1,573	+5%	+$123K	1.52%	17
2020 Q2	$2.15M	Buy	29,853 +2,272	+8%	+$151K	1.41%	18
2020 Q1	$1.57M	Buy	27,581 +4,845	+21%	+$319K	1.3%	19
2019 Q4	$1.54M	Buy	+22,736	New	+$1.47M	0.99%	24

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

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

HYA Advisors's IUSG Position: Q2 2022 in Review

HYA Advisors increased its iShares Core S&P US Growth ETF (IUSG) stake by 1.1% in Q2 2022, buying an estimated $37.8K and bringing the position to 37,098 shares worth $3.1M. The position accounts for 1.22% of the portfolio, ranked #26.

HYA Advisors first reported a position in IUSG in Q4 2019 and has held it in 11 quarters since. The position peaked at $4.22M in Q4 2021. 501 funds tracked by Wall St. Rank hold IUSG as of Q2 2022.

HYA Advisors held 37,098 shares of iShares Core S&P US Growth ETF worth $3.1M as of Q2 2022.
HYA Advisors bought 412 iShares Core S&P US Growth ETF shares in Q2 2022, an estimated $37.8K.
iShares Core S&P US Growth ETF made up 1.22% of HYA Advisors's portfolio in Q2 2022, its #26 holding.
HYA Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2019 and has held it in 11 quarters since.
HYA Advisors's iShares Core S&P US Growth ETF position peaked at $4.22M in Q4 2021.
501 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2022.

Based on HYA Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.