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

Safeguard Financial’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
2023 Q3	–	Sell	-1,047	Closed	-$102K	–	308
2023 Q2	$102K	Buy	+1,047	New	+$96K	0.05%	98
2023 Q1	–	Sell	-2,909	Closed	-$237K	–	73
2022 Q4	$237K	Buy	+2,909	New	+$243K	0.17%	55
2022 Q2	–	Sell	-1,953	Closed	-$206K	–	49
2022 Q1	$206K	Buy	+1,953	New	+$203K	0.31%	48

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

JMPWA

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

BTI

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

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

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

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

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

Safeguard Financial's IUSG Position: Q3 2023 in Review

Safeguard Financial sold out of iShares Core S&P US Growth ETF (IUSG) in Q3 2023, closing a stake of 1,047 shares — an estimated $102K sold.

Safeguard Financial first reported a position in IUSG in Q1 2022 and held it in 3 quarters. The position peaked at $237K in Q4 2022. 568 funds tracked by Wall St. Rank hold IUSG as of Q3 2023.

Safeguard Financial reported no remaining iShares Core S&P US Growth ETF position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 1,047 iShares Core S&P US Growth ETF shares in Q3 2023, an estimated $102K.
Safeguard Financial first reported a position in iShares Core S&P US Growth ETF in Q1 2022 and held it in 3 quarters.
Safeguard Financial's iShares Core S&P US Growth ETF position peaked at $237K in Q4 2022.
568 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.