New England Guild Wealth Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

New England Guild 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
2022 Q2	–	Sell	-2,000	Closed	-$211K	–	73
2022 Q1	$211K	Hold	2,000	–	–	0.11%	70
2021 Q4	$231K	Hold	2,000	–	–	0.12%	69
2021 Q3	$205K	Hold	2,000	–	–	0.11%	65
2021 Q2	$202K	Buy	+2,000	New	+$193K	0.11%	66

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

New England Guild Wealth Advisors's IUSG Position: Q2 2022 in Review

New England Guild Wealth Advisors sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2022, closing a stake of 2,000 shares — an estimated $211K sold.

New England Guild Wealth Advisors first reported a position in IUSG in Q2 2021 and held it in 4 quarters. The position peaked at $231K in Q4 2021. 501 funds tracked by Wall St. Rank hold IUSG as of Q2 2022.

New England Guild Wealth Advisors reported no remaining iShares Core S&P US Growth ETF position as of Q2 2022 after selling out during the quarter.
New England Guild Wealth Advisors sold 2,000 iShares Core S&P US Growth ETF shares in Q2 2022, an estimated $211K.
New England Guild Wealth Advisors first reported a position in iShares Core S&P US Growth ETF in Q2 2021 and held it in 4 quarters.
New England Guild Wealth Advisors's iShares Core S&P US Growth ETF position peaked at $231K in Q4 2021.
501 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2022.

Based on New England Guild Wealth Advisors's 13F filing for Q2 2022, filed 8 Jul 2022.