Private Portfolio Partners’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Private Portfolio Partners’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
2024 Q4	$248K	Sell	1,781 -240	-12%	-$32.9K	0.05%	258
2024 Q3	$267K	Buy	+2,021	New	+$257K	0.05%	245
2024 Q2	–	Sell	-2,165	Closed	-$254K	–	164
2024 Q1	$254K	Sell	2,165 -7	-0.3%	-$779	0.05%	237
2023 Q4	$226K	Buy	+2,172	New	+$214K	0.05%	239
2023 Q3	–	Sell	-2,079	Closed	-$203K	–	255
2023 Q2	$203K	Buy	+2,079	New	+$191K	0.05%	245
2022 Q2	–	Sell	-2,476	Closed	-$262K	–	276
2022 Q1	$262K	Sell	2,476 -691	-22%	-$71.8K	0.06%	242
2021 Q4	$366K	Buy	3,167 +191	+6%	+$21.3K	0.09%	194
2021 Q3	$305K	Sell	2,976 -26	-0.9%	-$2.75K	0.09%	205
2021 Q2	$303K	Buy	3,002 +138	+5%	+$13.3K	0.09%	202
2021 Q1	$260K	Hold	2,864	–	–	0.08%	202
2020 Q4	$254K	Buy	+2,864	New	+$241K	0.09%	186

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Private Portfolio Partners's IUSG Position: Q4 2024 in Review

Private Portfolio Partners reduced its iShares Core S&P US Growth ETF (IUSG) stake by 12% in Q4 2024, selling an estimated $32.9K and leaving 1,781 shares worth $248K. The position accounts for 0.05% of the portfolio, ranked #258.

Private Portfolio Partners first reported a position in IUSG in Q4 2020 and has held it in 11 quarters since. The position peaked at $366K in Q4 2021. 774 funds tracked by Wall St. Rank hold IUSG as of Q4 2024.

Private Portfolio Partners held 1,781 shares of iShares Core S&P US Growth ETF worth $248K as of Q4 2024.
Private Portfolio Partners sold 240 iShares Core S&P US Growth ETF shares in Q4 2024, an estimated $32.9K.
iShares Core S&P US Growth ETF made up 0.05% of Private Portfolio Partners's portfolio in Q4 2024, its #258 holding.
Private Portfolio Partners first reported a position in iShares Core S&P US Growth ETF in Q4 2020 and has held it in 11 quarters since.
Private Portfolio Partners's iShares Core S&P US Growth ETF position peaked at $366K in Q4 2021.
774 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.