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Paragon Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Paragon 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
Q4 		– Sell
-2,904
Closed -$233K – 73
2022
Q3 		$233K Buy
+2,904
New +$262K 0.12% 54

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
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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

Paragon Advisors's IUSG Position: Q4 2022 in Review

Paragon Advisors sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2022, closing a stake of 2,904 shares — an estimated $233K sold.

Paragon Advisors first reported a position in IUSG in Q3 2022 and held it in 1 quarter. The position peaked at $233K in Q3 2022. 545 funds tracked by Wall St. Rank hold IUSG as of Q4 2022.

  • Paragon Advisors reported no remaining iShares Core S&P US Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Paragon Advisors sold 2,904 iShares Core S&P US Growth ETF shares in Q4 2022, an estimated $233K.
  • Paragon Advisors first reported a position in iShares Core S&P US Growth ETF in Q3 2022 and held it in 1 quarter.
  • Paragon Advisors's iShares Core S&P US Growth ETF position peaked at $233K in Q3 2022.
  • 545 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2022.

Based on Paragon Advisors's 13F filing for Q4 2022, filed 30 Jan 2023.