Mirador Capital Partners’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Mirador Capital Partners’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 Q2	–	Sell	-1,933	Closed	-$204K	–	191
2022 Q1	$204K	Buy	+1,933	New	+$201K	0.04%	198
2020 Q3	–	Sell	-3,337	Closed	-$240K	–	170
2020 Q2	$240K	Buy	3,337 +8	+0.2%	+$532	0.09%	140
2020 Q1	$216K	Sell	3,329 -1,756	-35%	-$116K	0.09%	129
2019 Q4	$344K	Sell	5,085 -5,408	-52%	-$350K	0.14%	132
2019 Q3	$660K	Buy	+10,493	New	+$664K	0.29%	81

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

BTI

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

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

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

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

Mirador Capital Partners's IUSG Position: Q2 2022 in Review

Mirador Capital Partners sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2022, closing a stake of 1,933 shares — an estimated $204K sold.

Mirador Capital Partners first reported a position in IUSG in Q3 2019 and held it in 5 quarters. The position peaked at $660K in Q3 2019. 501 funds tracked by Wall St. Rank hold IUSG as of Q2 2022.

Mirador Capital Partners reported no remaining iShares Core S&P US Growth ETF position as of Q2 2022 after selling out during the quarter.
Mirador Capital Partners sold 1,933 iShares Core S&P US Growth ETF shares in Q2 2022, an estimated $204K.
Mirador Capital Partners first reported a position in iShares Core S&P US Growth ETF in Q3 2019 and held it in 5 quarters.
Mirador Capital Partners's iShares Core S&P US Growth ETF position peaked at $660K in Q3 2019.
501 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2022.

Based on Mirador Capital Partners's 13F filing for Q2 2022, filed 5 Aug 2022.