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Sanders Morris Harris’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Sanders Morris Harris’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
2022
Q2 		– Sell
-2,511
Closed -$265K – 302
2022
Q1 		$265K Buy
2,511
+142
+6% +$14.8K 0.05% 238
2021
Q4 		$274K Sell
2,369
-133
-5% -$14.8K 0.05% 246
2021
Q3 		$256K Buy
+2,502
New +$264K 0.05% 253

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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Sanders Morris Harris's IUSG Position: Q2 2022 in Review

Sanders Morris Harris sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2022, closing a stake of 2,511 shares — an estimated $265K sold.

Sanders Morris Harris first reported a position in IUSG in Q3 2021 and held it in 3 quarters. The position peaked at $274K in Q4 2021. 501 funds tracked by Wall St. Rank hold IUSG as of Q2 2022.

  • Sanders Morris Harris reported no remaining iShares Core S&P US Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Sanders Morris Harris sold 2,511 iShares Core S&P US Growth ETF shares in Q2 2022, an estimated $265K.
  • Sanders Morris Harris first reported a position in iShares Core S&P US Growth ETF in Q3 2021 and held it in 3 quarters.
  • Sanders Morris Harris's iShares Core S&P US Growth ETF position peaked at $274K in Q4 2021.
  • 501 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2022.

Based on Sanders Morris Harris's 13F filing for Q2 2022, filed 11 Jul 2022.