Nicolet Advisory Services’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Nicolet Advisory Services’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	-2,875	Closed	-$295K	–	196
2022 Q1	$295K	Hold	2,875	–	–	0.04%	147
2021 Q4	$332K	Hold	2,875	–	–	0.04%	141
2021 Q3	$294K	Hold	2,875	–	–	0.04%	154
2021 Q2	$290K	Hold	2,875	–	–	0.04%	144
2021 Q1	$261K	Hold	2,875	–	–	0.04%	144
2020 Q4	$255K	Buy	+2,875	New	+$242K	0.04%	149

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

Nicolet Advisory Services's IUSG Position: Q2 2022 in Review

Nicolet Advisory Services sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2022, closing a stake of 2,875 shares — an estimated $295K sold.

Nicolet Advisory Services first reported a position in IUSG in Q4 2020 and held it in 6 quarters. The position peaked at $332K in Q4 2021. 501 funds tracked by Wall St. Rank hold IUSG as of Q2 2022.

Nicolet Advisory Services reported no remaining iShares Core S&P US Growth ETF position as of Q2 2022 after selling out during the quarter.
Nicolet Advisory Services sold 2,875 iShares Core S&P US Growth ETF shares in Q2 2022, an estimated $295K.
Nicolet Advisory Services first reported a position in iShares Core S&P US Growth ETF in Q4 2020 and held it in 6 quarters.
Nicolet Advisory Services's iShares Core S&P US Growth ETF position peaked at $332K in Q4 2021.
501 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2022.

Based on Nicolet Advisory Services's 13F filing for Q2 2022, filed 8 Aug 2022.