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Pinnacle Private Wealth’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Pinnacle Private Wealth’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
Q2 		– Sell
-2,981
Closed -$315K – 290
2022
Q1 		$315K Sell
2,981
-340
-10% -$35.3K 0.1% 213
2021
Q4 		$384K Buy
+3,321
New +$370K 0.12% 181

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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Pinnacle Private Wealth's IUSG Position: Q2 2022 in Review

Pinnacle Private Wealth sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2022, closing a stake of 2,981 shares — an estimated $315K sold.

Pinnacle Private Wealth first reported a position in IUSG in Q4 2021 and held it in 2 quarters. The position peaked at $384K in Q4 2021. 502 funds tracked by Wall St. Rank hold IUSG as of Q2 2022.

  • Pinnacle Private Wealth reported no remaining iShares Core S&P US Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Pinnacle Private Wealth sold 2,981 iShares Core S&P US Growth ETF shares in Q2 2022, an estimated $315K.
  • Pinnacle Private Wealth first reported a position in iShares Core S&P US Growth ETF in Q4 2021 and held it in 2 quarters.
  • Pinnacle Private Wealth's iShares Core S&P US Growth ETF position peaked at $384K in Q4 2021.
  • 502 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.