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Mason Investment Advisory Services’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Mason Investment Advisory Services’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
Q1 		– Sell
-1,830
Closed -$212K – 99
2021
Q4 		$212K Buy
+1,830
New +$204K 0.02% 100

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Morgan Stanley
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Jones Financial Companies
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JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Mason Investment Advisory Services's IUSG Position: Q1 2022 in Review

Mason Investment Advisory Services sold out of iShares Core S&P US Growth ETF (IUSG) in Q1 2022, closing a stake of 1,830 shares — an estimated $212K sold.

Mason Investment Advisory Services first reported a position in IUSG in Q4 2021 and held it in 1 quarter. The position peaked at $212K in Q4 2021. 526 funds tracked by Wall St. Rank hold IUSG as of Q1 2022.

  • Mason Investment Advisory Services reported no remaining iShares Core S&P US Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Mason Investment Advisory Services sold 1,830 iShares Core S&P US Growth ETF shares in Q1 2022, an estimated $212K.
  • Mason Investment Advisory Services first reported a position in iShares Core S&P US Growth ETF in Q4 2021 and held it in 1 quarter.
  • Mason Investment Advisory Services's iShares Core S&P US Growth ETF position peaked at $212K in Q4 2021.
  • 526 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2022.

Based on Mason Investment Advisory Services's 13F filing for Q1 2022, filed 7 Aug 2024.