Institutional & Family Asset Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Institutional & Family Asset 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	$163K	Hold	1,280	–	–	0.02%	155
2024 Q1	$150K	Hold	1,280	–	–	0.02%	156
2023 Q4	$133K	Hold	1,280	–	–	0.02%	157
2023 Q3	$121K	Hold	1,280	–	–	0.02%	161
2023 Q2	$125K	Hold	1,280	–	–	0.02%	163
2023 Q1	$114K	Sell	1,280 -2,459	-66%	-$209K	0.02%	164
2022 Q4	$305K	Hold	3,739	–	–	0.05%	123
2022 Q3	$300K	Hold	3,739	–	–	0.05%	123
2022 Q2	$313K	Hold	3,739	–	–	0.05%	119
2022 Q1	$395K	Hold	3,739	–	–	0.06%	120
2021 Q4	$432K	Hold	3,739	–	–	0.07%	123
2021 Q3	$383K	Sell	3,739 -82	-2%	-$8.66K	0.06%	134
2021 Q2	$386K	Sell	3,821 -144	-4%	-$13.9K	0.06%	136
2021 Q1	$360K	Buy	3,965 +251	+7%	+$22.6K	0.07%	142
2020 Q4	$329K	Sell	3,714 -1,615	-30%	-$136K	0.07%	139
2020 Q3	$426K	Sell	5,329 -108	-2%	-$8.46K	0.1%	117
2020 Q2	$391K	Sell	5,437 -1,433	-21%	-$95.2K	0.08%	120
2020 Q1	$392K	Hold	6,870	–	–	0.09%	116
2019 Q4	$465K	Hold	6,870	–	–	0.1%	125
2019 Q3	$432K	Buy	6,870 +471	+7%	+$29.8K	0.09%	123
2019 Q2	$401K	Sell	6,399 -406	-6%	-$25K	0.09%	125
2019 Q1	$410K	Hold	6,805	–	–	0.09%	124
2018 Q4	$359K	Hold	6,805	–	–	0.08%	123
2018 Q3	$423K	Buy	6,805 +1,041	+18%	+$62.9K	0.08%	129
2018 Q2	$330K	Buy	5,764 +4,837	+522%	+$273K	0.07%	146
2018 Q1	$51K	Buy	+927	New	+$52K	0.01%	322

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

Institutional & Family Asset Management's IUSG Position: Q2 2024 in Review

Institutional & Family Asset Management held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2024 at 1,280 shares worth $163K. The position accounts for 0.02% of the portfolio, ranked #155.

Institutional & Family Asset Management first reported a position in IUSG in Q1 2018 and has held it in 26 quarters since. The position peaked at $465K in Q4 2019. 684 funds tracked by Wall St. Rank hold IUSG as of Q2 2024.

Institutional & Family Asset Management held 1,280 shares of iShares Core S&P US Growth ETF worth $163K as of Q2 2024.
Institutional & Family Asset Management left its iShares Core S&P US Growth ETF share count unchanged in Q2 2024.
iShares Core S&P US Growth ETF made up 0.02% of Institutional & Family Asset Management's portfolio in Q2 2024, its #155 holding.
Institutional & Family Asset Management first reported a position in iShares Core S&P US Growth ETF in Q1 2018 and has held it in 26 quarters since.
Institutional & Family Asset Management's iShares Core S&P US Growth ETF position peaked at $465K in Q4 2019.
684 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.