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NVWM LLC’s iShares Core S&P US Growth ETF IUSG Stock Holding History

NVWM LLC’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
2024
Q2 		– Sell
-136
Closed -$15.9K – 649
2024
Q1 		$15.9K Buy
+136
New +$15.1K ﹤0.01% 285
2023
Q3 		– Sell
-368
Closed -$35.9K – 456
2023
Q2 		$35.9K Buy
+368
New +$33.8K 0.01% 262

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NVWM LLC's IUSG Position: Q2 2024 in Review

NVWM LLC sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2024, closing a stake of 136 shares — an estimated $15.9K sold.

NVWM LLC first reported a position in IUSG in Q2 2023 and held it in 2 quarters. The position peaked at $35.9K in Q2 2023. 684 funds tracked by Wall St. Rank hold IUSG as of Q2 2024.

  • NVWM LLC reported no remaining iShares Core S&P US Growth ETF position as of Q2 2024 after selling out during the quarter.
  • NVWM LLC sold 136 iShares Core S&P US Growth ETF shares in Q2 2024, an estimated $15.9K.
  • NVWM LLC first reported a position in iShares Core S&P US Growth ETF in Q2 2023 and held it in 2 quarters.
  • NVWM LLC's iShares Core S&P US Growth ETF position peaked at $35.9K in Q2 2023.
  • 684 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2024.

Based on NVWM LLC's 13F filing for Q2 2024, filed 13 Aug 2024.