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McAdam LLC’s iShares Core S&P US Growth ETF IUSG Stock Holding History

McAdam LLC’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
-2,615
Closed -$232K – 267
2023
Q1 		$232K Buy
+2,615
New +$223K 0.02% 225
2018
Q4 		– Sell
-73
Closed -$5K – 329
2018
Q3 		$5K Hold
73
– – ﹤0.01% 411
2018
Q2 		$4K Hold
73
– – ﹤0.01% 423
2018
Q1 		$4K Buy
+73
New +$4.09K ﹤0.01% 431

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
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 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
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

McAdam LLC's IUSG Position: Q2 2023 in Review

McAdam LLC sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2023, closing a stake of 2,615 shares — an estimated $232K sold.

McAdam LLC first reported a position in IUSG in Q1 2018 and held it in 4 quarters. The position peaked at $232K in Q1 2023. 566 funds tracked by Wall St. Rank hold IUSG as of Q2 2023.

  • McAdam LLC reported no remaining iShares Core S&P US Growth ETF position as of Q2 2023 after selling out during the quarter.
  • McAdam LLC sold 2,615 iShares Core S&P US Growth ETF shares in Q2 2023, an estimated $232K.
  • McAdam LLC first reported a position in iShares Core S&P US Growth ETF in Q1 2018 and held it in 4 quarters.
  • McAdam LLC's iShares Core S&P US Growth ETF position peaked at $232K in Q1 2023.
  • 566 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2023.

Based on McAdam LLC's 13F filing for Q2 2023, filed 2 Aug 2023.