Reilly Financial Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Reilly Financial Advisors’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
2021 Q4	$68K	Hold	588	–	–	0.01%	351
2021 Q3	$60K	Hold	588	–	–	0.01%	348
2021 Q2	$59K	Buy	588 +88	+18%	+$8.48K	﹤0.01%	350
2021 Q1	$45K	Hold	500	–	–	﹤0.01%	380
2020 Q4	$44K	Hold	500	–	–	﹤0.01%	361
2020 Q3	$40K	Hold	500	–	–	﹤0.01%	332
2020 Q2	$36K	Buy	+500	New	+$33.2K	﹤0.01%	355

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Reilly Financial Advisors's IUSG Position: Q4 2021 in Review

Reilly Financial Advisors held its iShares Core S&P US Growth ETF (IUSG) position steady in Q4 2021 at 588 shares worth $68K. The position accounts for 0.01% of the portfolio, ranked #351.

Reilly Financial Advisors first reported a position in IUSG in Q2 2020 and has held it in 7 quarters since. 555 funds tracked by Wall St. Rank hold IUSG as of Q4 2021.

Reilly Financial Advisors held 588 shares of iShares Core S&P US Growth ETF worth $68K as of Q4 2021.
Reilly Financial Advisors left its iShares Core S&P US Growth ETF share count unchanged in Q4 2021.
iShares Core S&P US Growth ETF made up 0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #351 holding.
Reilly Financial Advisors first reported a position in iShares Core S&P US Growth ETF in Q2 2020 and has held it in 7 quarters since.
555 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.