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Strategic Point Investment Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Strategic Point Investment 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
2022
Q4 		– Sell
-18,443
Closed -$1.48M – 32
2022
Q3 		$1.48M Sell
18,443
-792
-4% -$71.3K 0.41% 23
2022
Q2 		$1.61M Sell
19,235
-210
-1% -$19.3K 0.45% 21
2022
Q1 		$2.06M Buy
19,445
+115
+0.6% +$11.9K 0.47% 22
2021
Q4 		$2.23M Sell
19,330
-725
-4% -$80.8K 0.5% 20
2021
Q3 		$2.05M Sell
20,055
-425
-2% -$44.9K 0.5% 20
2021
Q2 		$2.07M Sell
20,480
-1,765
-8% -$170K 0.5% 20
2021
Q1 		$2.02M Sell
22,245
-355
-2% -$32K 0.53% 19
2020
Q4 		$2.04M Sell
22,600
-160
-0.7% -$13.5K 0.57% 18
2020
Q3 		$1.82M Buy
22,760
+615
+3% +$48.2K 0.58% 16
2020
Q2 		$1.69M Buy
22,145
+245
+1% +$16.3K 0.55% 16
2020
Q1 		$1.25M Sell
21,900
-635
-3% -$41.8K 0.54% 17
2019
Q4 		$1.52M Sell
22,535
-470
-2% -$30.4K 0.56% 18
2019
Q3 		$1.45M Sell
23,005
-1,155
-5% -$73K 0.57% 17
2019
Q2 		$1.51M Sell
24,160
-1,740
-7% -$107K 0.64% 15
2019
Q1 		$1.56M Sell
25,900
-1,870
-7% -$107K 0.7% 15
2018
Q4 		$1.46M Sell
27,770
-660
-2% -$37.4K 0.69% 15
2018
Q3 		$1.77K Sell
28,430
-270
-0.9% -$16.3K 0.04% 16
2018
Q2 		$1.64M Sell
28,700
-765
-3% -$43.2K 0.64% 16
2018
Q1 		$1.61M Buy
29,465
+405
+1% +$22.7K 0.66% 17
2017
Q4 		$1.56M Sell
29,060
-625
-2% -$32.9K 0.61% 16
2017
Q3 		$1.5M Sell
29,685
-65
-0.2% -$3.22K 0.56% 16
2017
Q2 		$1.43M Buy
+29,750
New +$1.42M 0.56% 16

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
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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Strategic Point Investment Advisors's IUSG Position: Q4 2022 in Review

Strategic Point Investment Advisors sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2022, closing a stake of 18,443 shares — an estimated $1.48M sold.

Strategic Point Investment Advisors first reported a position in IUSG in Q2 2017 and held it in 22 quarters. The position peaked at $2.23M in Q4 2021. 545 funds tracked by Wall St. Rank hold IUSG as of Q4 2022.

  • Strategic Point Investment Advisors reported no remaining iShares Core S&P US Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Strategic Point Investment Advisors sold 18,443 iShares Core S&P US Growth ETF shares in Q4 2022, an estimated $1.48M.
  • Strategic Point Investment Advisors first reported a position in iShares Core S&P US Growth ETF in Q2 2017 and held it in 22 quarters.
  • Strategic Point Investment Advisors's iShares Core S&P US Growth ETF position peaked at $2.23M in Q4 2021.
  • 545 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2022.

Based on Strategic Point Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.