Jaffetilchin Investment Partners’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Jaffetilchin Investment Partners’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 Q4	–	Sell	-529	Closed	-$69.8K	–	826
2024 Q3	$69.8K	Buy	+529	New	+$67.3K	0.01%	522
2020 Q2	–	Sell	-19,828	Closed	-$1.13M	–	223
2020 Q1	$1.13M	Buy	19,828 +2,878	+17%	+$189K	0.4%	40
2019 Q4	$1.15M	Buy	16,950 +3,633	+27%	+$235K	0.25%	63
2019 Q3	$837K	Buy	+13,317	New	+$842K	0.2%	77
2019 Q2	–	Sell	-17,563	Closed	-$1.06M	–	299
2019 Q1	$1.06M	Buy	+17,563	New	+$1.01M	0.24%	65

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 $424B AUM 22.94% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jaffetilchin Investment Partners's IUSG Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2024, closing a stake of 529 shares — an estimated $69.8K sold.

Jaffetilchin Investment Partners first reported a position in IUSG in Q1 2019 and held it in 5 quarters. The position peaked at $1.15M in Q4 2019. 774 funds tracked by Wall St. Rank hold IUSG as of Q4 2024.

Jaffetilchin Investment Partners reported no remaining iShares Core S&P US Growth ETF position as of Q4 2024 after selling out during the quarter.
Jaffetilchin Investment Partners sold 529 iShares Core S&P US Growth ETF shares in Q4 2024, an estimated $69.8K.
Jaffetilchin Investment Partners first reported a position in iShares Core S&P US Growth ETF in Q1 2019 and held it in 5 quarters.
Jaffetilchin Investment Partners's iShares Core S&P US Growth ETF position peaked at $1.15M in Q4 2019.
774 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.