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Latitude Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Latitude Advisors’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 		– Sell
-2,348
Closed -$248K – 223
2022
Q1 		$248K Buy
2,348
+156
+7% +$16.2K 0.06% 284
2021
Q4 		$254K Sell
2,192
-18
-0.8% -$2.01K 0.07% 248
2021
Q3 		$226K Buy
+2,210
New +$233K 0.07% 255

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Latitude Advisors's IUSG Position: Q2 2022 in Review

Latitude Advisors sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2022, closing a stake of 2,348 shares — an estimated $248K sold.

Latitude Advisors first reported a position in IUSG in Q3 2021 and held it in 3 quarters. The position peaked at $254K in Q4 2021. 501 funds tracked by Wall St. Rank hold IUSG as of Q2 2022.

  • Latitude Advisors reported no remaining iShares Core S&P US Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Latitude Advisors sold 2,348 iShares Core S&P US Growth ETF shares in Q2 2022, an estimated $248K.
  • Latitude Advisors first reported a position in iShares Core S&P US Growth ETF in Q3 2021 and held it in 3 quarters.
  • Latitude Advisors's iShares Core S&P US Growth ETF position peaked at $254K in Q4 2021.
  • 501 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2022.

Based on Latitude Advisors's 13F filing for Q2 2022, filed 28 Jul 2022.