Integrity Advisory’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Integrity Advisory’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	$310K	Buy	+3,806	New	+$318K	0.28%	58

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 $8.74B AUM 14.62% 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

Integrity Advisory's IUSG Position: Q4 2022 in Review

Integrity Advisory opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q4 2022: 3,806 shares worth $310K. The stake represents 0.28% of the portfolio and ranks #58 among its holdings.

545 funds tracked by Wall St. Rank hold IUSG as of Q4 2022.

Integrity Advisory held 3,806 shares of iShares Core S&P US Growth ETF worth $310K as of Q4 2022.
iShares Core S&P US Growth ETF was a new Integrity Advisory position in Q4 2022.
iShares Core S&P US Growth ETF made up 0.28% of Integrity Advisory's portfolio in Q4 2022, its #58 holding.
545 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2022.

Based on Integrity Advisory's 13F filing for Q4 2022, filed 24 Jan 2023.