Private Capital Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Private Capital Group’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	-1,652	Closed	-$175K	–	1991
2022 Q1	$175K	Hold	1,652	–	–	0.04%	249
2021 Q4	$191K	Hold	1,652	–	–	0.04%	246
2021 Q3	$169K	Hold	1,652	–	–	0.04%	267
2021 Q2	$167K	Hold	1,652	–	–	0.04%	264
2021 Q1	$150K	Hold	1,652	–	–	0.04%	271
2020 Q4	$147K	Sell	1,652 -363	-18%	-$30.5K	0.03%	384
2020 Q3	$161K	Hold	2,015	–	–	0.03%	322
2020 Q2	$145K	Buy	2,015 +476	+31%	+$31.6K	0.03%	349
2020 Q1	$88K	Hold	1,539	–	–	0.02%	437
2019 Q4	$104K	Sell	1,539 -2,094	-58%	-$136K	0.02%	437
2019 Q3	$228K	Buy	3,633 +1,638	+82%	+$104K	0.04%	265
2019 Q2	$114K	Hold	1,995	–	–	0.03%	352
2019 Q1	$120K	Hold	1,995	–	–	0.02%	403
2018 Q4	$105K	Hold	1,995	–	–	0.02%	375
2018 Q3	$124K	Hold	1,995	–	–	0.02%	364
2018 Q2	$114K	Buy	1,995 +726	+57%	+$41K	0.02%	379
2018 Q1	$69K	Buy	1,269 +363	+40%	+$20.4K	0.02%	534
2017 Q4	$49	Buy	+906	New	+$47.7K	0.01%	697

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Private Capital Group's IUSG Position: Q2 2022 in Review

Private Capital Group sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2022, closing a stake of 1,652 shares — an estimated $175K sold.

Private Capital Group first reported a position in IUSG in Q4 2017 and held it in 18 quarters. The position peaked at $228K in Q3 2019. 501 funds tracked by Wall St. Rank hold IUSG as of Q2 2022.

Private Capital Group reported no remaining iShares Core S&P US Growth ETF position as of Q2 2022 after selling out during the quarter.
Private Capital Group sold 1,652 iShares Core S&P US Growth ETF shares in Q2 2022, an estimated $175K.
Private Capital Group first reported a position in iShares Core S&P US Growth ETF in Q4 2017 and held it in 18 quarters.
Private Capital Group's iShares Core S&P US Growth ETF position peaked at $228K in Q3 2019.
501 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.