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

Selective 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
2022 Q4	–	Sell	-17	Closed	-$1K	–	423
2022 Q3	$1K	Hold	17	–	–	﹤0.01%	729
2022 Q2	$1K	Hold	17	–	–	﹤0.01%	726
2022 Q1	$2K	Hold	17	–	–	﹤0.01%	661
2021 Q4	$2K	Buy	+17	New	+$1.9K	﹤0.01%	608

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

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

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

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

Selective Wealth Management's IUSG Position: Q4 2022 in Review

Selective Wealth Management sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2022, closing a stake of 17 shares — an estimated $1K sold.

Selective Wealth Management first reported a position in IUSG in Q4 2021 and held it in 4 quarters. The position peaked at $2K in Q1 2022. 545 funds tracked by Wall St. Rank hold IUSG as of Q4 2022.

Selective Wealth Management reported no remaining iShares Core S&P US Growth ETF position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 17 iShares Core S&P US Growth ETF shares in Q4 2022, an estimated $1K.
Selective Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q4 2021 and held it in 4 quarters.
Selective Wealth Management's iShares Core S&P US Growth ETF position peaked at $2K in Q1 2022.
545 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.