Ifrah Financial Services’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Ifrah Financial Services’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 Q4	–	Sell	-4,530	Closed	-$363K	–	203
2022 Q3	$363K	Sell	4,530 -101	-2%	-$9.1K	0.12%	127
2022 Q2	$388K	Buy	4,631 +18	+0.4%	+$1.65K	0.13%	128
2022 Q1	$487K	Buy	4,613 +9	+0.2%	+$935	0.14%	123
2021 Q4	$532K	Buy	4,604 +1,783	+63%	+$199K	0.14%	121
2021 Q3	$289K	Sell	2,821 -46	-2%	-$4.86K	0.08%	164
2021 Q2	$290K	Buy	2,867 +188	+7%	+$18.1K	0.08%	168
2021 Q1	$243K	Sell	2,679 -33	-1%	-$2.97K	0.07%	187
2020 Q4	$241K	Sell	2,712 -40	-1%	-$3.37K	0.08%	169
2020 Q3	$220K	Sell	2,752 -49	-2%	-$3.84K	0.08%	167
2020 Q2	$201K	Buy	+2,801	New	+$186K	0.07%	174

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

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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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

Ifrah Financial Services's IUSG Position: Q4 2022 in Review

Ifrah Financial Services sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2022, closing a stake of 4,530 shares — an estimated $363K sold.

Ifrah Financial Services first reported a position in IUSG in Q2 2020 and held it in 10 quarters. The position peaked at $532K in Q4 2021. 545 funds tracked by Wall St. Rank hold IUSG as of Q4 2022.

Ifrah Financial Services reported no remaining iShares Core S&P US Growth ETF position as of Q4 2022 after selling out during the quarter.
Ifrah Financial Services sold 4,530 iShares Core S&P US Growth ETF shares in Q4 2022, an estimated $363K.
Ifrah Financial Services first reported a position in iShares Core S&P US Growth ETF in Q2 2020 and held it in 10 quarters.
Ifrah Financial Services's iShares Core S&P US Growth ETF position peaked at $532K in Q4 2021.
545 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2022.

Based on Ifrah Financial Services's 13F filing for Q4 2022, filed 6 Feb 2023.