Laurel Wealth Planning’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Laurel Wealth Planning’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	-822	Closed	-$67K	–	124
2022 Q4	$67K	Hold	822	–	–	0.04%	98
2022 Q3	$66K	Hold	822	–	–	0.05%	89
2022 Q2	$69K	Sell	822 -349	-30%	-$32K	0.05%	97
2022 Q1	$124K	Hold	1,171	–	–	0.08%	81
2021 Q4	$135K	Hold	1,171	–	–	0.1%	69
2021 Q3	$120K	Hold	1,171	–	–	0.1%	68
2021 Q2	$118K	Hold	1,171	–	–	0.1%	55
2021 Q1	$106K	Hold	1,171	–	–	0.1%	53
2020 Q4	$104K	Buy	+1,171	New	+$98.5K	0.1%	51

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

Laurel Wealth Planning's IUSG Position: Q1 2023 in Review

Laurel Wealth Planning sold out of iShares Core S&P US Growth ETF (IUSG) in Q1 2023, closing a stake of 822 shares — an estimated $67K sold.

Laurel Wealth Planning first reported a position in IUSG in Q4 2020 and held it in 9 quarters. The position peaked at $135K in Q4 2021. 553 funds tracked by Wall St. Rank hold IUSG as of Q1 2023.

Laurel Wealth Planning reported no remaining iShares Core S&P US Growth ETF position as of Q1 2023 after selling out during the quarter.
Laurel Wealth Planning sold 822 iShares Core S&P US Growth ETF shares in Q1 2023, an estimated $67K.
Laurel Wealth Planning first reported a position in iShares Core S&P US Growth ETF in Q4 2020 and held it in 9 quarters.
Laurel Wealth Planning's iShares Core S&P US Growth ETF position peaked at $135K in Q4 2021.
553 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.