Money Concepts Capital’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Money Concepts Capital’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 Q1	–	Sell	-4,965	Closed	-$405K	–	1718
2022 Q4	$405K	Buy	4,965 +4,440	+846%	+$371K	0.02%	484
2022 Q3	$42K	Hold	525	–	–	﹤0.01%	751
2022 Q2	$44K	Sell	525 -3,876	-88%	-$355K	﹤0.01%	724
2022 Q1	$465K	Buy	4,401 +3,901	+780%	+$405K	0.03%	463
2021 Q4	$58K	Buy	+500	New	+$55.7K	﹤0.01%	587
2021 Q1	$45K	Hold	500	–	–	﹤0.01%	580
2020 Q4	$44K	Buy	+500	New	+$42.1K	﹤0.01%	529

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

JMPWA

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

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

BTI

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

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

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

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

Money Concepts Capital's IUSG Position: Q1 2023 in Review

Money Concepts Capital sold out of iShares Core S&P US Growth ETF (IUSG) in Q1 2023, closing a stake of 4,965 shares — an estimated $405K sold.

Money Concepts Capital first reported a position in IUSG in Q4 2020 and held it in 7 quarters. The position peaked at $465K in Q1 2022. 553 funds tracked by Wall St. Rank hold IUSG as of Q1 2023.

Money Concepts Capital reported no remaining iShares Core S&P US Growth ETF position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 4,965 iShares Core S&P US Growth ETF shares in Q1 2023, an estimated $405K.
Money Concepts Capital first reported a position in iShares Core S&P US Growth ETF in Q4 2020 and held it in 7 quarters.
Money Concepts Capital's iShares Core S&P US Growth ETF position peaked at $465K in Q1 2022.
553 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.