Kerntke Otto McGlone Wealth Management Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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 Q1	–	Sell	-76	Closed	-$6K	–	98
2022 Q4	$6K	Buy	+76	New	+$6.35K	0.01%	101

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's IUSG Position: Q1 2023 in Review

Kerntke Otto McGlone Wealth Management Group sold out of iShares Core S&P US Growth ETF (IUSG) in Q1 2023, closing a stake of 76 shares — an estimated $6K sold.

Kerntke Otto McGlone Wealth Management Group first reported a position in IUSG in Q4 2022 and held it in 1 quarter. The position peaked at $6K in Q4 2022. 553 funds tracked by Wall St. Rank hold IUSG as of Q1 2023.

Kerntke Otto McGlone Wealth Management Group reported no remaining iShares Core S&P US Growth ETF position as of Q1 2023 after selling out during the quarter.
Kerntke Otto McGlone Wealth Management Group sold 76 iShares Core S&P US Growth ETF shares in Q1 2023, an estimated $6K.
Kerntke Otto McGlone Wealth Management Group first reported a position in iShares Core S&P US Growth ETF in Q4 2022 and held it in 1 quarter.
Kerntke Otto McGlone Wealth Management Group's iShares Core S&P US Growth ETF position peaked at $6K in Q4 2022.
553 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2023.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q1 2023, filed 4 May 2023.