Parker Investment Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Parker Investment Management’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	-7,450	Closed	-$597K	–	30
2022 Q3	$597K	Buy	+7,450	New	+$671K	0.2%	20
2020 Q1	–	Sell	-61,020	Closed	-$4.13M	–	37
2019 Q4	$4.13M	Sell	61,020 -106	-0.2%	-$6.87K	1.01%	17
2019 Q3	$3.84M	Sell	61,126 -380	-0.6%	-$24K	1.15%	18
2019 Q2	$3.85M	Sell	61,506 -1,750	-3%	-$108K	1.18%	14
2019 Q1	$3.82M	Sell	63,256 -86,744	-58%	-$4.98M	1.18%	15
2018 Q4	$7.91M	Buy	+150,000	New	+$8.5M	2.99%	11

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 $9.54B AUM 19.86% 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

Parker Investment Management's IUSG Position: Q4 2022 in Review

Parker Investment Management sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2022, closing a stake of 7,450 shares — an estimated $597K sold.

Parker Investment Management first reported a position in IUSG in Q4 2018 and held it in 6 quarters. The position peaked at $7.91M in Q4 2018. 545 funds tracked by Wall St. Rank hold IUSG as of Q4 2022.

Parker Investment Management reported no remaining iShares Core S&P US Growth ETF position as of Q4 2022 after selling out during the quarter.
Parker Investment Management sold 7,450 iShares Core S&P US Growth ETF shares in Q4 2022, an estimated $597K.
Parker Investment Management first reported a position in iShares Core S&P US Growth ETF in Q4 2018 and held it in 6 quarters.
Parker Investment Management's iShares Core S&P US Growth ETF position peaked at $7.91M in Q4 2018.
545 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2022.

Based on Parker Investment Management's 13F filing for Q4 2022, filed 25 Jan 2023.