MUFG Americas’s iShares Core S&P US Growth ETF IUSG Stock Holding History

MUFG Americas’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 Q4	–	Sell	-494	Closed	-$40K	–	430
2022 Q3	$40K	Buy	+494	New	+$44.5K	﹤0.01%	513
2022 Q2	–	Sell	-30	Closed	-$3K	–	772
2022 Q1	$3K	Buy	+30	New	+$3.12K	﹤0.01%	784
2020 Q1	–	Sell	-3,352	Closed	-$227K	–	741
2019 Q4	$227K	Hold	3,352	–	–	0.01%	393
2019 Q3	$211K	Hold	3,352	–	–	0.01%	393
2019 Q2	$210K	Hold	3,352	–	–	0.01%	391
2019 Q1	$202K	Buy	+3,352	New	+$192K	0.01%	383

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

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

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

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

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

MUFG Americas's IUSG Position: Q4 2022 in Review

MUFG Americas sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2022, closing a stake of 494 shares — an estimated $40K sold.

MUFG Americas first reported a position in IUSG in Q1 2019 and held it in 6 quarters. The position peaked at $227K in Q4 2019. 545 funds tracked by Wall St. Rank hold IUSG as of Q4 2022.

MUFG Americas reported no remaining iShares Core S&P US Growth ETF position as of Q4 2022 after selling out during the quarter.
MUFG Americas sold 494 iShares Core S&P US Growth ETF shares in Q4 2022, an estimated $40K.
MUFG Americas first reported a position in iShares Core S&P US Growth ETF in Q1 2019 and held it in 6 quarters.
MUFG Americas's iShares Core S&P US Growth ETF position peaked at $227K in Q4 2019.
545 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2022.

Based on MUFG Americas's 13F filing for Q4 2022.