Strategic Blueprint’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Strategic Blueprint’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	-3,209	Closed	-$313K	–	560
2023 Q2	$313K	Buy	3,209 +382	+14%	+$35K	0.03%	411
2023 Q1	$251K	Buy	+2,827	New	+$241K	0.03%	452
2021 Q3	–	Sell	-861	Closed	-$87K	–	854
2021 Q2	$87K	Buy	+861	New	+$83K	0.01%	527
2019 Q4	–	Sell	-213	Closed	-$13K	–	258
2019 Q3	$13K	Buy	+213	New	+$13.5K	0.01%	271

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

Strategic Blueprint's IUSG Position: Q3 2023 in Review

Strategic Blueprint sold out of iShares Core S&P US Growth ETF (IUSG) in Q3 2023, closing a stake of 3,209 shares — an estimated $313K sold.

Strategic Blueprint first reported a position in IUSG in Q3 2019 and held it in 4 quarters. The position peaked at $313K in Q2 2023. 568 funds tracked by Wall St. Rank hold IUSG as of Q3 2023.

Strategic Blueprint reported no remaining iShares Core S&P US Growth ETF position as of Q3 2023 after selling out during the quarter.
Strategic Blueprint sold 3,209 iShares Core S&P US Growth ETF shares in Q3 2023, an estimated $313K.
Strategic Blueprint first reported a position in iShares Core S&P US Growth ETF in Q3 2019 and held it in 4 quarters.
Strategic Blueprint's iShares Core S&P US Growth ETF position peaked at $313K in Q2 2023.
568 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2023.

Based on Strategic Blueprint's 13F filing for Q3 2023, filed 18 Oct 2023.