Millennium Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Millennium 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
2024 Q1	–	Sell	-9,998	Closed	-$1.04M	–	6415
2023 Q4	$1.04M	Buy	9,998 +5,846	+141%	+$576K	﹤0.01%	4130
2023 Q3	$394K	Sell	4,152 -6,000	-59%	-$589K	﹤0.01%	4788
2023 Q2	$991K	Buy	+10,152	New	+$931K	﹤0.01%	4051
2022 Q4	–	Sell	-6,977	Closed	-$559K	–	6788
2022 Q3	$559K	Buy	+6,977	New	+$628K	﹤0.01%	4869
2021 Q4	–	Sell	-3,686	Closed	-$377K	–	7102
2021 Q3	$377K	Buy	3,686 +299	+9%	+$31.6K	﹤0.01%	5619
2021 Q2	$342K	Sell	3,387 -262	-7%	-$25.2K	﹤0.01%	5636
2021 Q1	$331K	Buy	+3,649	New	+$329K	﹤0.01%	5147
2020 Q1	–	Sell	-15,008	Closed	-$1.01M	–	4172
2019 Q4	$1.01M	Buy	+15,008	New	+$972K	﹤0.01%	2999

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Millennium Management's IUSG Position: Q1 2024 in Review

Millennium Management sold out of iShares Core S&P US Growth ETF (IUSG) in Q1 2024, closing a stake of 9,998 shares — an estimated $1.04M sold.

Millennium Management first reported a position in IUSG in Q4 2019 and held it in 8 quarters. The position peaked at $1.04M in Q4 2023. 641 funds tracked by Wall St. Rank hold IUSG as of Q1 2024.

Millennium Management reported no remaining iShares Core S&P US Growth ETF position as of Q1 2024 after selling out during the quarter.
Millennium Management sold 9,998 iShares Core S&P US Growth ETF shares in Q1 2024, an estimated $1.04M.
Millennium Management first reported a position in iShares Core S&P US Growth ETF in Q4 2019 and held it in 8 quarters.
Millennium Management's iShares Core S&P US Growth ETF position peaked at $1.04M in Q4 2023.
641 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2024.

Based on Millennium Management's 13F filing for Q1 2024, filed 15 May 2024.