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

Schneider Downs Wealth Management Advisors’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 Q3	–	Sell	-1,686	Closed	-$215K	–	145
2024 Q2	$215K	Buy	+1,686	New	+$201K	0.05%	124
2022 Q3	–	Sell	-2,794	Closed	-$234K	–	138
2022 Q2	$234K	Buy	+2,794	New	+$256K	0.07%	121

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

FWI

Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's IUSG Position: Q3 2024 in Review

Schneider Downs Wealth Management Advisors sold out of iShares Core S&P US Growth ETF (IUSG) in Q3 2024, closing a stake of 1,686 shares — an estimated $215K sold.

Schneider Downs Wealth Management Advisors first reported a position in IUSG in Q2 2022 and held it in 2 quarters. The position peaked at $234K in Q2 2022. 694 funds tracked by Wall St. Rank hold IUSG as of Q3 2024.

Schneider Downs Wealth Management Advisors reported no remaining iShares Core S&P US Growth ETF position as of Q3 2024 after selling out during the quarter.
Schneider Downs Wealth Management Advisors sold 1,686 iShares Core S&P US Growth ETF shares in Q3 2024, an estimated $215K.
Schneider Downs Wealth Management Advisors first reported a position in iShares Core S&P US Growth ETF in Q2 2022 and held it in 2 quarters.
Schneider Downs Wealth Management Advisors's iShares Core S&P US Growth ETF position peaked at $234K in Q2 2022.
694 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2024.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q3 2024, filed 6 Nov 2024.