Sargent Bickham Lagudis’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Sargent Bickham Lagudis’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	-80	Closed	-$8K	–	1089
2022 Q1	$8K	Hold	80	–	–	﹤0.01%	742
2021 Q4	$9K	Hold	80	–	–	﹤0.01%	727
2021 Q3	$8K	Hold	80	–	–	﹤0.01%	754
2021 Q2	$8K	Hold	80	–	–	﹤0.01%	746
2021 Q1	$7K	Hold	80	–	–	﹤0.01%	755
2020 Q4	$7K	Buy	+80	New	+$6.73K	﹤0.01%	700
2020 Q2	–	Sell	-74	Closed	-$4K	–	790
2020 Q1	$4K	Hold	74	–	–	﹤0.01%	656
2019 Q4	$5K	Hold	74	–	–	﹤0.01%	691
2019 Q3	$5K	Sell	74 -418	-85%	-$26.4K	﹤0.01%	628
2019 Q2	$31K	Buy	492 +199	+68%	+$12.2K	﹤0.01%	433
2019 Q1	$18K	Sell	293 -87	-23%	-$4.99K	﹤0.01%	523
2018 Q4	$20K	Sell	380 -907	-70%	-$51.4K	﹤0.01%	486
2018 Q3	$80K	Sell	1,287 -543	-30%	-$32.8K	0.01%	303
2018 Q2	$105K	Buy	1,830 +1,149	+169%	+$64.9K	0.01%	270
2018 Q1	$37K	Buy	681 +337	+98%	+$18.9K	﹤0.01%	406
2017 Q4	$18K	Sell	344 -60	-15%	-$3.16K	﹤0.01%	511
2017 Q3	$20K	Buy	404 +225	+126%	+$11.2K	﹤0.01%	500
2017 Q2	$9K	Buy	+179	New	+$8.55K	﹤0.01%	592

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

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

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

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

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

Sargent Bickham Lagudis's IUSG Position: Q2 2022 in Review

Sargent Bickham Lagudis sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2022, closing a stake of 80 shares — an estimated $8K sold.

Sargent Bickham Lagudis first reported a position in IUSG in Q2 2017 and held it in 18 quarters. The position peaked at $105K in Q2 2018. 501 funds tracked by Wall St. Rank hold IUSG as of Q2 2022.

Sargent Bickham Lagudis reported no remaining iShares Core S&P US Growth ETF position as of Q2 2022 after selling out during the quarter.
Sargent Bickham Lagudis sold 80 iShares Core S&P US Growth ETF shares in Q2 2022, an estimated $8K.
Sargent Bickham Lagudis first reported a position in iShares Core S&P US Growth ETF in Q2 2017 and held it in 18 quarters.
Sargent Bickham Lagudis's iShares Core S&P US Growth ETF position peaked at $105K in Q2 2018.
501 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q2 2022, filed 13 Jul 2022.