M&R Capital Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

M&R Capital 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 Q4	–	Sell	-99	Closed	-$7K	–	616
2022 Q3	$7K	Hold	99	–	–	﹤0.01%	353
2022 Q2	$8K	Buy	+99	New	+$9.08K	﹤0.01%	341

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

M&R Capital Management's IUSG Position: Q4 2022 in Review

M&R Capital Management sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2022, closing a stake of 99 shares — an estimated $7K sold.

M&R Capital Management first reported a position in IUSG in Q2 2022 and held it in 2 quarters. The position peaked at $8K in Q2 2022. 545 funds tracked by Wall St. Rank hold IUSG as of Q4 2022.

M&R Capital Management reported no remaining iShares Core S&P US Growth ETF position as of Q4 2022 after selling out during the quarter.
M&R Capital Management sold 99 iShares Core S&P US Growth ETF shares in Q4 2022, an estimated $7K.
M&R Capital Management first reported a position in iShares Core S&P US Growth ETF in Q2 2022 and held it in 2 quarters.
M&R Capital Management's iShares Core S&P US Growth ETF position peaked at $8K in Q2 2022.
545 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2022.

Based on M&R Capital Management's 13F filing for Q4 2022, filed 11 Jan 2023.