ICA Group Wealth Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

ICA Group Wealth Management’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 Q2	$94.7K	Sell	743 -17,471	-96%	-$2.08M	0.06%	179
2024 Q1	$2.13M	Sell	18,214 -1,427	-7%	-$159K	0.43%	45
2023 Q4	$2.04M	Buy	19,641 +368	+2%	+$36.3K	0.46%	45
2023 Q3	$1.83M	Sell	19,273 -1,861	-9%	-$183K	0.51%	44
2023 Q2	$2.06M	Buy	21,134 +10,096	+91%	+$926K	0.52%	40
2023 Q1	$980K	Sell	11,038 -13,732	-55%	-$1.17M	0.23%	98
2022 Q4	$2.02M	Sell	24,770 -6,585	-21%	-$550K	0.47%	45
2022 Q3	$2.51M	Sell	31,355 -1,695	-5%	-$153K	0.53%	41
2022 Q2	$3.19M	Sell	33,050 -1,989	-6%	-$182K	0.6%	38
2022 Q1	$3.2M	Buy	+35,039	New	+$3.64M	0.61%	42

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

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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

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

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

ICA Group Wealth Management's IUSG Position: Q2 2024 in Review

ICA Group Wealth Management reduced its iShares Core S&P US Growth ETF (IUSG) stake by 96% in Q2 2024, selling an estimated $2.08M and leaving 743 shares worth $94.7K. The position accounts for 0.06% of the portfolio, ranked #179.

ICA Group Wealth Management first reported a position in IUSG in Q1 2022 and has held it in 10 quarters since. The position peaked at $3.2M in Q1 2022. 684 funds tracked by Wall St. Rank hold IUSG as of Q2 2024.

ICA Group Wealth Management held 743 shares of iShares Core S&P US Growth ETF worth $94.7K as of Q2 2024.
ICA Group Wealth Management sold 17,471 iShares Core S&P US Growth ETF shares in Q2 2024, an estimated $2.08M.
iShares Core S&P US Growth ETF made up 0.06% of ICA Group Wealth Management's portfolio in Q2 2024, its #179 holding.
ICA Group Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q1 2022 and has held it in 10 quarters since.
ICA Group Wealth Management's iShares Core S&P US Growth ETF position peaked at $3.2M in Q1 2022.
684 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.