Simplicity Solutions’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Simplicity Solutions’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
2023 Q2	–	Sell	-5,473	Closed	-$486K	–	1133
2023 Q1	$486K	Buy	5,473 +2,040	+59%	+$174K	0.01%	701
2022 Q4	$280K	Buy	+3,433	New	+$287K	0.04%	503
2021 Q1	–	Sell	-182,320	Closed	-$16.2M	–	741
2020 Q4	$16.2M	Buy	182,320 +105,718	+138%	+$8.89M	0.24%	93
2020 Q3	$6.13M	Sell	76,602 -118,406	-61%	-$9.28M	0.11%	168
2020 Q2	$14M	Buy	195,008 +132,054	+210%	+$8.77M	0.28%	78
2020 Q1	$3.59M	Buy	62,954 +30,961	+97%	+$2.04M	0.11%	163
2019 Q4	$2.16M	Buy	+31,993	New	+$2.07M	0.07%	231

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

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

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

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

Simplicity Solutions's IUSG Position: Q2 2023 in Review

Simplicity Solutions sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2023, closing a stake of 5,473 shares — an estimated $486K sold.

Simplicity Solutions first reported a position in IUSG in Q4 2019 and held it in 7 quarters. The position peaked at $16.2M in Q4 2020. 566 funds tracked by Wall St. Rank hold IUSG as of Q2 2023.

Simplicity Solutions reported no remaining iShares Core S&P US Growth ETF position as of Q2 2023 after selling out during the quarter.
Simplicity Solutions sold 5,473 iShares Core S&P US Growth ETF shares in Q2 2023, an estimated $486K.
Simplicity Solutions first reported a position in iShares Core S&P US Growth ETF in Q4 2019 and held it in 7 quarters.
Simplicity Solutions's iShares Core S&P US Growth ETF position peaked at $16.2M in Q4 2020.
566 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2023.

Based on Simplicity Solutions's 13F filing for Q2 2023, filed 26 Jul 2023.