PSUF
IUSG icon

People's United Financial’s iShares Core S&P US Growth ETF IUSG Stock Holding History

People's United Financial’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
Q1 		$24.1M Sell
228,001
-19,364
-8% -$2.01M 0.69% 38
2021
Q4 		$28.6M Sell
247,365
-44,213
-15% -$4.93M 0.69% 39
2021
Q3 		$29.9M Sell
291,578
-6,490
-2% -$686K 0.67% 37
2021
Q2 		$30.1M Sell
298,068
-5,930
-2% -$571K 0.67% 34
2021
Q1 		$27.6M Sell
303,998
-11,964
-4% -$1.08M 0.66% 36
2020
Q4 		$28M Sell
315,962
-100,632
-24% -$8.47M 0.69% 38
2020
Q3 		$33.3M Sell
416,594
-82,734
-17% -$6.48M 0.93% 27
2020
Q2 		$35.9M Buy
499,328
+70,196
+16% +$4.66M 1.05% 22
2020
Q1 		$24.5M Buy
429,132
+373,724
+674% +$24.6M 0.85% 32
2019
Q4 		$3.75M Buy
55,408
+14,992
+37% +$971K 0.1% 158
2019
Q3 		$2.54M Buy
40,416
+596
+1% +$37.7K 0.07% 215
2019
Q2 		$2.5M Sell
39,820
-188
-0.5% -$11.6K 0.07% 224
2019
Q1 		$2.41M Buy
40,008
+2,026
+5% +$116K 0.07% 217
2018
Q4 		$2M Buy
37,982
+11,512
+43% +$653K 0.07% 223
2018
Q3 		$1.64M Sell
26,470
-437
-2% -$26.4K 0.05% 261
2018
Q2 		$1.54M Buy
26,907
+160
+0.6% +$9.04K 0.04% 341
2018
Q1 		$1.46M Sell
26,747
-5,705
-18% -$320K 0.05% 289
2017
Q4 		$1.75M Buy
32,452
+5,767
+22% +$303K 0.05% 265
2017
Q3 		$1.35M Sell
26,685
-5,653
-17% -$280K 0.05% 298
2017
Q2 		$1.56M Buy
32,338
+1,402
+5% +$66.9K 0.05% 270
2017
Q1 		$1.44M Sell
30,936
-194
-0.6% -$8.78K 0.05% 278
2016
Q4 		$1.34M Buy
+31,130
New +$1.32M 0.05% 281

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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

People's United Financial's IUSG Position: Q1 2022 in Review

People's United Financial reduced its iShares Core S&P US Growth ETF (IUSG) stake by 7.8% in Q1 2022, selling an estimated $2.01M and leaving 228,001 shares worth $24.1M. The position accounts for 0.69% of the portfolio, ranked #38.

People's United Financial first reported a position in IUSG in Q4 2016 and has held it in 22 quarters since. The position peaked at $35.9M in Q2 2020. 526 funds tracked by Wall St. Rank hold IUSG as of Q1 2022.

  • People's United Financial held 228,001 shares of iShares Core S&P US Growth ETF worth $24.1M as of Q1 2022.
  • People's United Financial sold 19,364 iShares Core S&P US Growth ETF shares in Q1 2022, an estimated $2.01M.
  • iShares Core S&P US Growth ETF made up 0.69% of People's United Financial's portfolio in Q1 2022, its #38 holding.
  • People's United Financial first reported a position in iShares Core S&P US Growth ETF in Q4 2016 and has held it in 22 quarters since.
  • People's United Financial's iShares Core S&P US Growth ETF position peaked at $35.9M in Q2 2020.
  • 526 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2022.

Based on People's United Financial's 13F filing for Q1 2022, filed 10 May 2022.