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Maxwell Wealth Strategies’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Maxwell Wealth Strategies’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
2024
Q4 		$660K Hold
4,738
– – 0.27% 75
2024
Q3 		$632K Hold
4,738
– – 0.27% 77
2024
Q2 		$604K Hold
4,738
– – 0.3% 72
2024
Q1 		$566K Buy
4,738
+747
+19% +$83.1K 0.29% 75
2023
Q4 		$415K Buy
+3,991
New +$393K 0.27% 68

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Maxwell Wealth Strategies's IUSG Position: Q4 2024 in Review

Maxwell Wealth Strategies held its iShares Core S&P US Growth ETF (IUSG) position steady in Q4 2024 at 4,738 shares worth $660K. The position accounts for 0.27% of the portfolio, ranked #75.

Maxwell Wealth Strategies first reported a position in IUSG in Q4 2023 and has held it in 5 quarters since. 774 funds tracked by Wall St. Rank hold IUSG as of Q4 2024.

  • Maxwell Wealth Strategies held 4,738 shares of iShares Core S&P US Growth ETF worth $660K as of Q4 2024.
  • Maxwell Wealth Strategies left its iShares Core S&P US Growth ETF share count unchanged in Q4 2024.
  • iShares Core S&P US Growth ETF made up 0.27% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #75 holding.
  • Maxwell Wealth Strategies first reported a position in iShares Core S&P US Growth ETF in Q4 2023 and has held it in 5 quarters since.
  • 774 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.