Moss Adams Wealth Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Moss Adams Wealth Advisors’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	-39	Closed	-$3.46K	–	161
2023 Q1	$3.46K	Buy	+39	New	+$3.32K	﹤0.01%	152

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

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

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

Moss Adams Wealth Advisors's IUSG Position: Q2 2023 in Review

Moss Adams Wealth Advisors sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2023, closing a stake of 39 shares — an estimated $3.46K sold.

Moss Adams Wealth Advisors first reported a position in IUSG in Q1 2023 and held it in 1 quarter. The position peaked at $3.46K in Q1 2023. 566 funds tracked by Wall St. Rank hold IUSG as of Q2 2023.

Moss Adams Wealth Advisors reported no remaining iShares Core S&P US Growth ETF position as of Q2 2023 after selling out during the quarter.
Moss Adams Wealth Advisors sold 39 iShares Core S&P US Growth ETF shares in Q2 2023, an estimated $3.46K.
Moss Adams Wealth Advisors first reported a position in iShares Core S&P US Growth ETF in Q1 2023 and held it in 1 quarter.
Moss Adams Wealth Advisors's iShares Core S&P US Growth ETF position peaked at $3.46K in Q1 2023.
566 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2023.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2023, filed 20 Dec 2023.