Kelly Financial Services’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Kelly Financial Services’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 Q3	–	Sell	-135	Closed	-$17.2K	–	426
2024 Q2	$17.2K	Hold	135	–	–	0.01%	348
2024 Q1	$15.8K	Sell	135 -39	-22%	-$4.34K	0.01%	360
2023 Q4	$18.1K	Buy	+174	New	+$17.1K	0.01%	320
2023 Q3	–	Sell	-46	Closed	-$4.47K	–	776
2023 Q2	$4.47K	Hold	46	–	–	﹤0.01%	460
2023 Q1	$4.05K	Hold	46	–	–	﹤0.01%	455
2022 Q4	$3.71K	Buy	46 +1	+2%	+$84	﹤0.01%	444
2022 Q3	$3.64K	Hold	45	–	–	﹤0.01%	439
2022 Q2	$3.79K	Hold	45	–	–	﹤0.01%	437
2022 Q1	$4.77K	Hold	45	–	–	﹤0.01%	441
2021 Q4	$5.21K	Hold	45	–	–	﹤0.01%	434
2021 Q3	$4.61K	Sell	45 -4,491	-99%	-$474K	﹤0.01%	428
2021 Q2	$45K	Buy	4,536 +4,491	+9,980%	+$433K	﹤0.01%	471
2021 Q1	$4.07K	Hold	45	–	–	﹤0.01%	429
2020 Q4	$3.97K	Hold	45	–	–	﹤0.01%	399
2020 Q3	$3.57K	Hold	45	–	–	﹤0.01%	376
2020 Q2	$3.2K	Buy	45 +1	+2%	+$66	﹤0.01%	385
2020 Q1	$2.54K	Hold	44	–	–	﹤0.01%	365
2019 Q4	$2.99K	Buy	+44	New	+$2.85K	﹤0.01%	365

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

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 $71.6B AUM 21.08% 1-Year Est. Return

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

FWI

Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return

Kelly Financial Services's IUSG Position: Q3 2024 in Review

Kelly Financial Services sold out of iShares Core S&P US Growth ETF (IUSG) in Q3 2024, closing a stake of 135 shares — an estimated $17.2K sold.

Kelly Financial Services first reported a position in IUSG in Q4 2019 and held it in 18 quarters. The position peaked at $45K in Q2 2021. 694 funds tracked by Wall St. Rank hold IUSG as of Q3 2024.

Kelly Financial Services reported no remaining iShares Core S&P US Growth ETF position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 135 iShares Core S&P US Growth ETF shares in Q3 2024, an estimated $17.2K.
Kelly Financial Services first reported a position in iShares Core S&P US Growth ETF in Q4 2019 and held it in 18 quarters.
Kelly Financial Services's iShares Core S&P US Growth ETF position peaked at $45K in Q2 2021.
694 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.