Kistler-Tiffany Companies’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Kistler-Tiffany Companies’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 Q2	$62K	Buy	635 +205	+48%	+$18.8K	0.01%	468
2023 Q1	$38.2K	Hold	430	–	–	0.01%	466
2022 Q4	$35.1K	Hold	430	–	–	0.01%	460
2022 Q3	$34K	Hold	430	–	–	0.01%	427
2022 Q2	$36K	Hold	430	–	–	0.01%	415
2022 Q1	$45K	Hold	430	–	–	0.01%	402
2021 Q4	$50K	Hold	430	–	–	0.01%	377
2021 Q3	$44K	Hold	430	–	–	0.01%	385
2021 Q2	$43K	Hold	430	–	–	0.01%	380
2021 Q1	$39K	Hold	430	–	–	0.01%	367
2020 Q4	$38K	Buy	+430	New	+$36.2K	0.01%	338

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

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

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

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

Kistler-Tiffany Companies's IUSG Position: Q2 2023 in Review

Kistler-Tiffany Companies increased its iShares Core S&P US Growth ETF (IUSG) stake by 48% in Q2 2023, buying an estimated $18.8K and bringing the position to 635 shares worth $62K. The position accounts for 0.01% of the portfolio, ranked #468.

Kistler-Tiffany Companies first reported a position in IUSG in Q4 2020 and has held it in 11 quarters since. 566 funds tracked by Wall St. Rank hold IUSG as of Q2 2023.

Kistler-Tiffany Companies held 635 shares of iShares Core S&P US Growth ETF worth $62K as of Q2 2023.
Kistler-Tiffany Companies bought 205 iShares Core S&P US Growth ETF shares in Q2 2023, an estimated $18.8K.
iShares Core S&P US Growth ETF made up 0.01% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #468 holding.
Kistler-Tiffany Companies first reported a position in iShares Core S&P US Growth ETF in Q4 2020 and has held it in 11 quarters since.
566 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.