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

Steward Financial 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
Q3 		$1K Buy
+15
New +$1.47K ﹤0.01% 1173
2022
Q3 		– Sell
-15
Closed -$1K – 692
2022
Q2 		$1K Hold
15
– – ﹤0.01% 772
2022
Q1 		$1K Buy
+15
New +$1.56K ﹤0.01% 296

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Steward Financial Group's IUSG Position: Q3 2023 in Review

Steward Financial Group opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q3 2023: 15 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1173 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in IUSG as recently as Q2 2022.

Steward Financial Group first reported a position in IUSG in Q1 2022 and has held it in 3 quarters since. 568 funds tracked by Wall St. Rank hold IUSG as of Q3 2023.

  • Steward Financial Group held 15 shares of iShares Core S&P US Growth ETF worth $1K as of Q3 2023.
  • iShares Core S&P US Growth ETF was a new Steward Financial Group position in Q3 2023.
  • iShares Core S&P US Growth ETF made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1173 holding.
  • Steward Financial Group first reported a position in iShares Core S&P US Growth ETF in Q1 2022 and has held it in 3 quarters since.
  • 568 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.