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

Liberty 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
2021 Q4	–	Sell	-126	Closed	-$13K	–	638
2021 Q3	$13K	Sell	126 -1	-0.8%	-$106	﹤0.01%	761
2021 Q2	$13K	Buy	127 +101	+388%	+$9.73K	0.01%	595
2021 Q1	$2K	Hold	26	–	–	﹤0.01%	819
2020 Q4	$2K	Buy	+26	New	+$2.19K	﹤0.01%	816
2019 Q1	–	Sell	-160	Closed	-$8K	–	787
2018 Q4	$8K	Buy	+160	New	+$9.07K	0.01%	470

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Liberty Wealth Management's IUSG Position: Q4 2021 in Review

Liberty Wealth Management sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2021, closing a stake of 126 shares — an estimated $13K sold.

Liberty Wealth Management first reported a position in IUSG in Q4 2018 and held it in 5 quarters. The position peaked at $13K in Q3 2021. 555 funds tracked by Wall St. Rank hold IUSG as of Q4 2021.

Liberty Wealth Management reported no remaining iShares Core S&P US Growth ETF position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 126 iShares Core S&P US Growth ETF shares in Q4 2021, an estimated $13K.
Liberty Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q4 2018 and held it in 5 quarters.
Liberty Wealth Management's iShares Core S&P US Growth ETF position peaked at $13K in Q3 2021.
555 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.