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Planning Center Inc’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Planning Center Inc’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
Q3 		– Sell
-2,162
Closed -$211K – 68
2023
Q2 		$211K Buy
+2,162
New +$198K 0.05% 68

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JMPWA
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Planning Center Inc's IUSG Position: Q3 2023 in Review

Planning Center Inc sold out of iShares Core S&P US Growth ETF (IUSG) in Q3 2023, closing a stake of 2,162 shares — an estimated $211K sold.

Planning Center Inc first reported a position in IUSG in Q2 2023 and held it in 1 quarter. The position peaked at $211K in Q2 2023. 568 funds tracked by Wall St. Rank hold IUSG as of Q3 2023.

  • Planning Center Inc reported no remaining iShares Core S&P US Growth ETF position as of Q3 2023 after selling out during the quarter.
  • Planning Center Inc sold 2,162 iShares Core S&P US Growth ETF shares in Q3 2023, an estimated $211K.
  • Planning Center Inc first reported a position in iShares Core S&P US Growth ETF in Q2 2023 and held it in 1 quarter.
  • Planning Center Inc's iShares Core S&P US Growth ETF position peaked at $211K in Q2 2023.
  • 568 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2023.

Based on Planning Center Inc's 13F filing for Q3 2023, filed 26 Oct 2023.