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Impact Partnership Wealth’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Impact Partnership Wealth’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
Q4 		– Sell
-42
Closed -$3.98K – 969
2023
Q3 		$3.98K Sell
42
-6
-13% -$589 ﹤0.01% 731
2023
Q2 		$4.69K Buy
+48
New +$4.4K ﹤0.01% 508

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Impact Partnership Wealth's IUSG Position: Q4 2023 in Review

Impact Partnership Wealth sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2023, closing a stake of 42 shares — an estimated $3.98K sold.

Impact Partnership Wealth first reported a position in IUSG in Q2 2023 and held it in 2 quarters. The position peaked at $4.69K in Q2 2023. 603 funds tracked by Wall St. Rank hold IUSG as of Q4 2023.

  • Impact Partnership Wealth reported no remaining iShares Core S&P US Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 42 iShares Core S&P US Growth ETF shares in Q4 2023, an estimated $3.98K.
  • Impact Partnership Wealth first reported a position in iShares Core S&P US Growth ETF in Q2 2023 and held it in 2 quarters.
  • Impact Partnership Wealth's iShares Core S&P US Growth ETF position peaked at $4.69K in Q2 2023.
  • 603 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.