Lumature Wealth Partners’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Lumature Wealth Partners’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 Q2	$22.8K	Hold	233	–	–	0.01%	274
2023 Q1	$20.7K	Hold	233	–	–	0.01%	273
2022 Q4	$19K	Hold	233	–	–	0.01%	275
2022 Q3	$19K	Hold	233	–	–	0.01%	285
2022 Q2	$20K	Hold	233	–	–	0.01%	286
2022 Q1	$25K	Hold	233	–	–	0.01%	298
2021 Q4	$27K	Hold	233	–	–	0.01%	277
2021 Q3	$24K	Buy	+233	New	+$24.6K	0.01%	274

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

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

Lumature Wealth Partners's IUSG Position: Q2 2023 in Review

Lumature Wealth Partners held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2023 at 233 shares worth $22.8K. The position accounts for 0.01% of the portfolio, ranked #274.

Lumature Wealth Partners first reported a position in IUSG in Q3 2021 and has held it in 8 quarters since. The position peaked at $27K in Q4 2021. 566 funds tracked by Wall St. Rank hold IUSG as of Q2 2023.

Lumature Wealth Partners held 233 shares of iShares Core S&P US Growth ETF worth $22.8K as of Q2 2023.
Lumature Wealth Partners left its iShares Core S&P US Growth ETF share count unchanged in Q2 2023.
iShares Core S&P US Growth ETF made up 0.01% of Lumature Wealth Partners's portfolio in Q2 2023, its #274 holding.
Lumature Wealth Partners first reported a position in iShares Core S&P US Growth ETF in Q3 2021 and has held it in 8 quarters since.
Lumature Wealth Partners's iShares Core S&P US Growth ETF position peaked at $27K in Q4 2021.
566 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.