Johnson Midwest Financial’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Johnson Midwest Financial’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 Q3	$70.8K	Hold	747	–	–	0.16%	71
2023 Q2	$72.9K	Sell	747 -300	-29%	-$27.5K	0.06%	69
2023 Q1	$92.9K	Hold	1,047	–	–	0.13%	57
2022 Q4	$85K	Hold	1,047	–	–	0.31%	56
2022 Q3	$84	Buy	+1,047	New	+$94.3K	0.32%	53

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

BTI

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Johnson Midwest Financial's IUSG Position: Q3 2023 in Review

Johnson Midwest Financial held its iShares Core S&P US Growth ETF (IUSG) position steady in Q3 2023 at 747 shares worth $70.8K. The position accounts for 0.16% of the portfolio, ranked #71.

Johnson Midwest Financial first reported a position in IUSG in Q3 2022 and has held it in 5 quarters since. The position peaked at $92.9K in Q1 2023. 568 funds tracked by Wall St. Rank hold IUSG as of Q3 2023.

Johnson Midwest Financial held 747 shares of iShares Core S&P US Growth ETF worth $70.8K as of Q3 2023.
Johnson Midwest Financial left its iShares Core S&P US Growth ETF share count unchanged in Q3 2023.
iShares Core S&P US Growth ETF made up 0.16% of Johnson Midwest Financial's portfolio in Q3 2023, its #71 holding.
Johnson Midwest Financial first reported a position in iShares Core S&P US Growth ETF in Q3 2022 and has held it in 5 quarters since.
Johnson Midwest Financial's iShares Core S&P US Growth ETF position peaked at $92.9K in Q1 2023.
568 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2023.

Based on Johnson Midwest Financial's 13F filing for Q3 2023, filed 7 Nov 2023.