Kore Private Wealth’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Kore Private Wealth’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
2022 Q3	–	Sell	-2,721	Closed	-$228K	–	290
2022 Q2	$228K	Buy	+2,721	New	+$249K	0.04%	256
2020 Q3	–	Sell	-1,500	Closed	-$107K	–	676
2020 Q2	$107K	Buy	1,500 +2	+0.1%	+$133	0.02%	326
2020 Q1	$86K	Buy	1,498 +792	+112%	+$52.1K	0.02%	332
2019 Q4	$48K	Buy	+706	New	+$45.7K	0.01%	487
2019 Q2	–	Sell	-688	Closed	-$42K	–	514
2019 Q1	$42K	Buy	688 +337	+96%	+$19.3K	0.01%	413
2018 Q4	$18K	Buy	+351	New	+$19.9K	﹤0.01%	499

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

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

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

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

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

Kore Private Wealth's IUSG Position: Q3 2022 in Review

Kore Private Wealth sold out of iShares Core S&P US Growth ETF (IUSG) in Q3 2022, closing a stake of 2,721 shares — an estimated $228K sold.

Kore Private Wealth first reported a position in IUSG in Q4 2018 and held it in 6 quarters. The position peaked at $228K in Q2 2022. 513 funds tracked by Wall St. Rank hold IUSG as of Q3 2022.

Kore Private Wealth reported no remaining iShares Core S&P US Growth ETF position as of Q3 2022 after selling out during the quarter.
Kore Private Wealth sold 2,721 iShares Core S&P US Growth ETF shares in Q3 2022, an estimated $228K.
Kore Private Wealth first reported a position in iShares Core S&P US Growth ETF in Q4 2018 and held it in 6 quarters.
Kore Private Wealth's iShares Core S&P US Growth ETF position peaked at $228K in Q2 2022.
513 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.