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

Strategic Equity Management’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
2022
Q3 		– Sell
-58,447
Closed -$4.89M – 42
2022
Q2 		$4.89M Sell
58,447
-26,043
-31% -$2.39M 2.54% 15
2022
Q1 		$8.93M Buy
84,490
+839
+1% +$87.2K 3.21% 12
2021
Q4 		$9.67M Buy
+83,651
New +$9.33M 3.03% 13

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
Envestnet Asset Management
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Strategic Equity Management's IUSG Position: Q3 2022 in Review

Strategic Equity Management sold out of iShares Core S&P US Growth ETF (IUSG) in Q3 2022, closing a stake of 58,447 shares — an estimated $4.89M sold.

Strategic Equity Management first reported a position in IUSG in Q4 2021 and held it in 3 quarters. The position peaked at $9.67M in Q4 2021. 513 funds tracked by Wall St. Rank hold IUSG as of Q3 2022.

  • Strategic Equity Management reported no remaining iShares Core S&P US Growth ETF position as of Q3 2022 after selling out during the quarter.
  • Strategic Equity Management sold 58,447 iShares Core S&P US Growth ETF shares in Q3 2022, an estimated $4.89M.
  • Strategic Equity Management first reported a position in iShares Core S&P US Growth ETF in Q4 2021 and held it in 3 quarters.
  • Strategic Equity Management's iShares Core S&P US Growth ETF position peaked at $9.67M in Q4 2021.
  • 513 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2022.

Based on Strategic Equity Management's 13F filing for Q3 2022, filed 17 Oct 2022.