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Sanctuary Wealth Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Sanctuary Wealth Management’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 		$150K Hold
1,080
– – 0.1% 51
2024
Q3 		$142K Hold
1,080
– – 0.1% 57
2024
Q2 		$138K Hold
1,080
– – 0.1% 54
2024
Q1 		$127K Hold
1,080
– – 0.1% 56
2023
Q4 		$112K Buy
+1,080
New +$106K 0.11% 58

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 $8.74B AUM 14.62% 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 $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Sanctuary Wealth Management's IUSG Position: Q4 2024 in Review

Sanctuary Wealth Management held its iShares Core S&P US Growth ETF (IUSG) position steady in Q4 2024 at 1,080 shares worth $150K. The position accounts for 0.1% of the portfolio, ranked #51.

Sanctuary Wealth Management first reported a position in IUSG in Q4 2023 and has held it in 5 quarters since. 774 funds tracked by Wall St. Rank hold IUSG as of Q4 2024.

  • Sanctuary Wealth Management held 1,080 shares of iShares Core S&P US Growth ETF worth $150K as of Q4 2024.
  • Sanctuary Wealth Management left its iShares Core S&P US Growth ETF share count unchanged in Q4 2024.
  • iShares Core S&P US Growth ETF made up 0.1% of Sanctuary Wealth Management's portfolio in Q4 2024, its #51 holding.
  • Sanctuary Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q4 2023 and has held it in 5 quarters since.
  • 774 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.