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

Maryland Capital 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
2023 Q2	–	Sell	-212	Closed	-$18.8K	–	253
2023 Q1	$18.8K	Hold	212	–	–	0.02%	143
2022 Q4	$17.3K	Hold	212	–	–	0.02%	153
2022 Q3	$17K	Hold	212	–	–	0.02%	137
2022 Q2	$18K	Hold	212	–	–	0.02%	139
2022 Q1	$22K	Hold	212	–	–	0.02%	129
2021 Q4	$25K	Buy	+212	New	+$23.6K	0.02%	121

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BTI

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

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

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

Maryland Capital Advisors's IUSG Position: Q2 2023 in Review

Maryland Capital Advisors sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2023, closing a stake of 212 shares — an estimated $18.8K sold.

Maryland Capital Advisors first reported a position in IUSG in Q4 2021 and held it in 6 quarters. The position peaked at $25K in Q4 2021. 566 funds tracked by Wall St. Rank hold IUSG as of Q2 2023.

Maryland Capital Advisors reported no remaining iShares Core S&P US Growth ETF position as of Q2 2023 after selling out during the quarter.
Maryland Capital Advisors sold 212 iShares Core S&P US Growth ETF shares in Q2 2023, an estimated $18.8K.
Maryland Capital Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2021 and held it in 6 quarters.
Maryland Capital Advisors's iShares Core S&P US Growth ETF position peaked at $25K in Q4 2021.
566 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2023.

Based on Maryland Capital Advisors's 13F filing for Q2 2023, filed 25 Jul 2023.