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

Personal Capital 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 		$202K Buy
+2,473
New +$207K ﹤0.01% 467
2020
Q1 		– Sell
-4,048
Closed -$274K – 373
2019
Q4 		$274K Buy
+4,048
New +$262K ﹤0.01% 341

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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 $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Personal Capital Advisors's IUSG Position: Q4 2022 in Review

Personal Capital Advisors opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q4 2022: 2,473 shares worth $202K. The stake represents ﹤0.01% of the portfolio and ranks #467 among its holdings. This is a return to the name: Personal Capital Advisors previously reported a position in IUSG as recently as Q4 2019.

Personal Capital Advisors first reported a position in IUSG in Q4 2019 and has held it in 2 quarters since. The position peaked at $274K in Q4 2019. 545 funds tracked by Wall St. Rank hold IUSG as of Q4 2022.

  • Personal Capital Advisors held 2,473 shares of iShares Core S&P US Growth ETF worth $202K as of Q4 2022.
  • iShares Core S&P US Growth ETF was a new Personal Capital Advisors position in Q4 2022.
  • iShares Core S&P US Growth ETF made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #467 holding.
  • Personal Capital Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2019 and has held it in 2 quarters since.
  • Personal Capital Advisors's iShares Core S&P US Growth ETF position peaked at $274K in Q4 2019.
  • 545 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.