Lake Point Wealth Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Lake Point Wealth Management’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 Q2	$24K	Hold	290	–	–	0.01%	106
2022 Q1	$31K	Hold	290	–	–	0.01%	89
2021 Q4	$34K	Hold	290	–	–	0.01%	88
2021 Q3	$30K	Hold	290	–	–	0.01%	84
2021 Q2	$29K	Buy	+290	New	+$27.9K	0.01%	96
2020 Q1	$23K	Buy	410 +290	+242%	+$19.1K	0.02%	76
2019 Q4	$8K	Buy	+120	New	+$7.77K	﹤0.01%	298
2019 Q2	$8K	Hold	120	–	–	﹤0.01%	362
2019 Q1	$8K	Buy	+120	New	+$6.88K	﹤0.01%	362

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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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

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

Lake Point Wealth Management's IUSG Position: Q2 2022 in Review

Lake Point Wealth Management held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2022 at 290 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #106.

Lake Point Wealth Management first reported a position in IUSG in Q1 2019 and has held it in 9 quarters since. The position peaked at $34K in Q4 2021. 501 funds tracked by Wall St. Rank hold IUSG as of Q2 2022.

Lake Point Wealth Management held 290 shares of iShares Core S&P US Growth ETF worth $24K as of Q2 2022.
Lake Point Wealth Management left its iShares Core S&P US Growth ETF share count unchanged in Q2 2022.
iShares Core S&P US Growth ETF made up 0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #106 holding.
Lake Point Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q1 2019 and has held it in 9 quarters since.
Lake Point Wealth Management's iShares Core S&P US Growth ETF position peaked at $34K in Q4 2021.
501 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.