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

IndexIQ 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 Q1	–	Sell	-1	Closed	–	–	1411
2021 Q4	$0	Hold	1	–	–	﹤0.01%	1174
2021 Q3	$0	Hold	1	–	–	﹤0.01%	1149
2021 Q2	$0	Sell	1 -27,813	-100%	-$2.68M	﹤0.01%	1149
2021 Q1	$2.52M	Sell	27,814 -6,938	-20%	-$625K	0.09%	202
2020 Q4	$3.08M	Sell	34,752 -4,131	-11%	-$348K	0.11%	131
2020 Q3	$3.11M	Buy	38,883 +35,905	+1,206%	+$2.81M	0.13%	108
2020 Q2	$214K	Sell	2,978 -10,214	-77%	-$679K	0.01%	502
2020 Q1	$753K	Sell	13,192 -53,304	-80%	-$3.51M	0.04%	211
2019 Q4	$4.5M	Buy	66,496 +25,558	+62%	+$1.66M	0.16%	126
2019 Q3	$2.57M	Buy	40,938 +38,859	+1,869%	+$2.46M	0.09%	165
2019 Q2	$131K	Buy	2,079 +1,106	+114%	+$68K	﹤0.01%	531
2019 Q1	$60K	Buy	+973	New	+$55.8K	﹤0.01%	568

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

IndexIQ Advisors's IUSG Position: Q1 2022 in Review

IndexIQ Advisors sold out of iShares Core S&P US Growth ETF (IUSG) in Q1 2022, closing a stake of 1 share.

IndexIQ Advisors first reported a position in IUSG in Q1 2019 and held it in 12 quarters. The position peaked at $4.5M in Q4 2019. 526 funds tracked by Wall St. Rank hold IUSG as of Q1 2022.

IndexIQ Advisors reported no remaining iShares Core S&P US Growth ETF position as of Q1 2022 after selling out during the quarter.
IndexIQ Advisors sold 1 iShares Core S&P US Growth ETF share in Q1 2022.
IndexIQ Advisors first reported a position in iShares Core S&P US Growth ETF in Q1 2019 and held it in 12 quarters.
IndexIQ Advisors's iShares Core S&P US Growth ETF position peaked at $4.5M in Q4 2019.
526 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.