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

SOA Wealth 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
2023 Q3	–	Sell	-608	Closed	-$59.4K	–	946
2023 Q2	$59.4K	Buy	608 +1	+0.2%	+$92	0.01%	277
2023 Q1	$53.9K	Sell	607 -71	-10%	-$6.05K	0.01%	275
2022 Q4	$55.3K	Sell	678 -54	-7%	-$4.51K	0.01%	272
2022 Q3	$58K	Buy	+732	New	+$65.9K	0.02%	246

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

SOA Wealth Advisors's IUSG Position: Q3 2023 in Review

SOA Wealth Advisors sold out of iShares Core S&P US Growth ETF (IUSG) in Q3 2023, closing a stake of 608 shares — an estimated $59.4K sold.

SOA Wealth Advisors first reported a position in IUSG in Q3 2022 and held it in 4 quarters. The position peaked at $59.4K in Q2 2023. 568 funds tracked by Wall St. Rank hold IUSG as of Q3 2023.

SOA Wealth Advisors reported no remaining iShares Core S&P US Growth ETF position as of Q3 2023 after selling out during the quarter.
SOA Wealth Advisors sold 608 iShares Core S&P US Growth ETF shares in Q3 2023, an estimated $59.4K.
SOA Wealth Advisors first reported a position in iShares Core S&P US Growth ETF in Q3 2022 and held it in 4 quarters.
SOA Wealth Advisors's iShares Core S&P US Growth ETF position peaked at $59.4K in Q2 2023.
568 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2023.

Based on SOA Wealth Advisors's 13F filing for Q3 2023, filed 10 Oct 2023.