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Retirement Capital Strategies’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Retirement Capital Strategies’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
Q3 		– Sell
-35,244
Closed -$4.49M – 74
2024
Q2 		$4.49M Buy
+35,244
New +$4.2M 1.8% 13

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Retirement Capital Strategies's IUSG Position: Q3 2024 in Review

Retirement Capital Strategies sold out of iShares Core S&P US Growth ETF (IUSG) in Q3 2024, closing a stake of 35,244 shares — an estimated $4.49M sold.

Retirement Capital Strategies first reported a position in IUSG in Q2 2024 and held it in 1 quarter. The position peaked at $4.49M in Q2 2024. 694 funds tracked by Wall St. Rank hold IUSG as of Q3 2024.

  • Retirement Capital Strategies reported no remaining iShares Core S&P US Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Retirement Capital Strategies sold 35,244 iShares Core S&P US Growth ETF shares in Q3 2024, an estimated $4.49M.
  • Retirement Capital Strategies first reported a position in iShares Core S&P US Growth ETF in Q2 2024 and held it in 1 quarter.
  • Retirement Capital Strategies's iShares Core S&P US Growth ETF position peaked at $4.49M in Q2 2024.
  • 694 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2024.

Based on Retirement Capital Strategies's 13F filing for Q3 2024, filed 12 Nov 2024.