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

Retirement 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
2024 Q1	$5.27K	Hold	45	–	–	﹤0.01%	554
2023 Q4	$4.68K	Hold	45	–	–	﹤0.01%	537
2023 Q3	$4.27K	Hold	45	–	–	﹤0.01%	504
2023 Q2	$4.39K	Hold	45	–	–	﹤0.01%	527
2023 Q1	$4K	Hold	45	–	–	﹤0.01%	519
2022 Q4	$4K	Buy	+45	New	+$3.76K	﹤0.01%	456
2022 Q3	–	Sell	-45	Closed	-$4K	–	652
2022 Q2	$4K	Hold	45	–	–	﹤0.01%	555
2022 Q1	$5K	Hold	45	–	–	﹤0.01%	543
2021 Q4	$5K	Hold	45	–	–	﹤0.01%	524
2021 Q3	$5K	Hold	45	–	–	﹤0.01%	448
2021 Q2	$5K	Buy	+45	New	+$4.34K	﹤0.01%	491

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Retirement Group's IUSG Position: Q1 2024 in Review

Retirement Group held its iShares Core S&P US Growth ETF (IUSG) position steady in Q1 2024 at 45 shares worth $5.27K. The position accounts for ﹤0.01% of the portfolio, ranked #554.

Retirement Group first reported a position in IUSG in Q2 2021 and has held it in 11 quarters since. 641 funds tracked by Wall St. Rank hold IUSG as of Q1 2024.

Retirement Group held 45 shares of iShares Core S&P US Growth ETF worth $5.27K as of Q1 2024.
Retirement Group left its iShares Core S&P US Growth ETF share count unchanged in Q1 2024.
iShares Core S&P US Growth ETF made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #554 holding.
Retirement Group first reported a position in iShares Core S&P US Growth ETF in Q2 2021 and has held it in 11 quarters since.
641 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.