Sound Financial Strategies Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Sound Financial Strategies Group’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	-58	Closed	-$5.15K	–	76
2023 Q1	$5.15K	Buy	+58	New	+$4.94K	﹤0.01%	54
2021 Q2	–	Sell	-212	Closed	-$19K	–	103
2021 Q1	$19K	Sell	212 -45	-18%	-$4.05K	0.01%	83
2020 Q4	$23K	Sell	257 -30,901	-99%	-$2.6M	0.01%	76
2020 Q3	$2.49M	Sell	31,158 -613	-2%	-$48K	1.58%	7
2020 Q2	$2.28M	Buy	31,771 +107	+0.3%	+$7.11K	1.48%	7
2020 Q1	$1.81M	Sell	31,664 -1,029	-3%	-$67.7K	1.23%	7
2019 Q4	$2.21M	Buy	+32,693	New	+$2.12M	1.4%	15

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

Sound Financial Strategies Group's IUSG Position: Q2 2023 in Review

Sound Financial Strategies Group sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2023, closing a stake of 58 shares — an estimated $5.15K sold.

Sound Financial Strategies Group first reported a position in IUSG in Q4 2019 and held it in 7 quarters. The position peaked at $2.49M in Q3 2020. 566 funds tracked by Wall St. Rank hold IUSG as of Q2 2023.

Sound Financial Strategies Group reported no remaining iShares Core S&P US Growth ETF position as of Q2 2023 after selling out during the quarter.
Sound Financial Strategies Group sold 58 iShares Core S&P US Growth ETF shares in Q2 2023, an estimated $5.15K.
Sound Financial Strategies Group first reported a position in iShares Core S&P US Growth ETF in Q4 2019 and held it in 7 quarters.
Sound Financial Strategies Group's iShares Core S&P US Growth ETF position peaked at $2.49M in Q3 2020.
566 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2023.

Based on Sound Financial Strategies Group's 13F filing for Q2 2023, filed 7 Aug 2023.