PFC
IUSG icon

Phocas Financial Corp’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Phocas Financial Corp’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
2023
Q1 		– Sell
-3,108
Closed -$253K – 246
2022
Q4 		$253K Sell
3,108
-350
-10% -$29.3K 0.04% 180
2022
Q3 		$277K Buy
+3,458
New +$311K 0.04% 188
2022
Q2 		– Sell
-2,103
Closed -$222K – 209
2022
Q1 		$222K Sell
2,103
-125
-6% -$13K 0.03% 202
2021
Q4 		$258K Buy
+2,228
New +$248K 0.03% 186

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
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
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

Phocas Financial Corp's IUSG Position: Q1 2023 in Review

Phocas Financial Corp sold out of iShares Core S&P US Growth ETF (IUSG) in Q1 2023, closing a stake of 3,108 shares — an estimated $253K sold.

Phocas Financial Corp first reported a position in IUSG in Q4 2021 and held it in 4 quarters. The position peaked at $277K in Q3 2022. 553 funds tracked by Wall St. Rank hold IUSG as of Q1 2023.

  • Phocas Financial Corp reported no remaining iShares Core S&P US Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Phocas Financial Corp sold 3,108 iShares Core S&P US Growth ETF shares in Q1 2023, an estimated $253K.
  • Phocas Financial Corp first reported a position in iShares Core S&P US Growth ETF in Q4 2021 and held it in 4 quarters.
  • Phocas Financial Corp's iShares Core S&P US Growth ETF position peaked at $277K in Q3 2022.
  • 553 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2023.

Based on Phocas Financial Corp's 13F filing for Q1 2023, filed 13 Apr 2023.