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

Monetary Management Group’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
2021 Q4	–	Sell	-1,600	Closed	-$164K	–	356
2021 Q3	$164K	Hold	1,600	–	–	0.05%	199
2021 Q2	$162K	Hold	1,600	–	–	0.05%	188
2021 Q1	$145K	Hold	1,600	–	–	0.05%	191
2020 Q4	$142K	Hold	1,600	–	–	0.05%	177
2020 Q3	$128K	Hold	1,600	–	–	0.05%	178
2020 Q2	$115K	Hold	1,600	–	–	0.04%	178
2020 Q1	$91K	Hold	1,600	–	–	0.04%	173
2019 Q4	$108K	Sell	1,600 -50	-3%	-$3.24K	0.04%	193
2019 Q3	$104K	Hold	1,650	–	–	0.04%	199
2019 Q2	$103K	Hold	1,650	–	–	0.04%	194
2019 Q1	$100K	Hold	1,650	–	–	0.04%	202
2018 Q4	$87K	Hold	1,650	–	–	0.04%	190
2018 Q3	$102K	Hold	1,650	–	–	0.04%	195
2018 Q2	$94K	Hold	1,650	–	–	0.04%	201
2018 Q1	$90K	Hold	1,650	–	–	0.04%	200
2017 Q4	$89K	Hold	1,650	–	–	0.04%	202
2017 Q3	$83K	Hold	1,650	–	–	0.04%	202
2017 Q2	$80K	Sell	1,650 -200	-11%	-$9.55K	0.03%	204
2017 Q1	$86K	Hold	1,850	–	–	0.04%	194
2016 Q4	$79K	Hold	1,850	–	–	0.04%	196
2016 Q3	$79K	Hold	1,850	–	–	0.04%	188
2016 Q2	$76K	Buy	1,850 +1,500	+429%	+$60.9K	0.04%	189
2016 Q1	$14K	Hold	350	–	–	0.01%	293
2015 Q4	$14K	Hold	350	–	–	0.01%	299
2015 Q3	$13K	Hold	350	–	–	0.01%	307
2015 Q2	$14K	Hold	350	–	–	0.01%	319
2015 Q1	$14K	Hold	350	–	–	0.01%	335
2014 Q4	$14K	Hold	350	–	–	0.01%	340
2014 Q3	$13K	Hold	350	–	–	0.01%	334
2014 Q2	$13K	Buy	+350	New	+$12.6K	0.01%	337

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

JMPWA

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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Monetary Management Group's IUSG Position: Q4 2021 in Review

Monetary Management Group sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2021, closing a stake of 1,600 shares — an estimated $164K sold.

Monetary Management Group first reported a position in IUSG in Q2 2014 and held it in 30 quarters. The position peaked at $164K in Q3 2021. 555 funds tracked by Wall St. Rank hold IUSG as of Q4 2021.

Monetary Management Group reported no remaining iShares Core S&P US Growth ETF position as of Q4 2021 after selling out during the quarter.
Monetary Management Group sold 1,600 iShares Core S&P US Growth ETF shares in Q4 2021, an estimated $164K.
Monetary Management Group first reported a position in iShares Core S&P US Growth ETF in Q2 2014 and held it in 30 quarters.
Monetary Management Group's iShares Core S&P US Growth ETF position peaked at $164K in Q3 2021.
555 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2021.

Based on Monetary Management Group's 13F filing for Q4 2021, filed 14 Feb 2022.