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SVB Wealth’s iShares Core S&P US Growth ETF IUSG Stock Holding History

SVB Wealth’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
2024
Q2 		– Sell
-9,333
Closed -$1.09M – 784
2024
Q1 		$1.09M Sell
9,333
-140
-1% -$15.6K 0.02% 332
2023
Q4 		$986K Buy
9,473
+4,053
+75% +$399K 0.02% 340
2023
Q3 		$514K Sell
5,420
-10
-0.2% -$981 0.01% 451
2023
Q2 		$530K Sell
5,430
-152
-3% -$13.9K 0.01% 473
2023
Q1 		$496K Sell
5,582
-4,113
-42% -$350K 0.01% 536
2022
Q4 		$790K Sell
9,695
-1,709
-15% -$143K 0.01% 450
2022
Q3 		$915K Buy
11,404
+5,519
+94% +$497K 0.01% 385
2022
Q2 		$493K Buy
5,885
+237
+4% +$21.7K 0.01% 442
2022
Q1 		$596K Hold
5,648
– – 0.01% 417
2021
Q4 		$653K Sell
5,648
-371
-6% -$41.4K 0.01% 384
2021
Q3 		$616K Sell
6,019
-57
-0.9% -$6.02K 0.01% 538
2021
Q2 		$613K Buy
6,076
+17
+0.3% +$1.64K 0.01% 519
2021
Q1 		$549K Sell
6,059
-97
-2% -$8.74K 0.01% 495
2020
Q4 		$546K Buy
6,156
+3,362
+120% +$283K 0.01% 451
2020
Q3 		$224K Buy
2,794
+2,662
+2,017% +$209K ﹤0.01% 606
2020
Q2 		$9K Hold
132
– – ﹤0.01% 615
2020
Q1 		$7K Sell
132
-4,452
-97% -$293K ﹤0.01% 554
2019
Q4 		$310K Buy
+4,584
New +$297K 0.01% 495

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
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
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SVB Wealth's IUSG Position: Q2 2024 in Review

SVB Wealth sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2024, closing a stake of 9,333 shares — an estimated $1.09M sold.

SVB Wealth first reported a position in IUSG in Q4 2019 and held it in 18 quarters. The position peaked at $1.09M in Q1 2024. 684 funds tracked by Wall St. Rank hold IUSG as of Q2 2024.

  • SVB Wealth reported no remaining iShares Core S&P US Growth ETF position as of Q2 2024 after selling out during the quarter.
  • SVB Wealth sold 9,333 iShares Core S&P US Growth ETF shares in Q2 2024, an estimated $1.09M.
  • SVB Wealth first reported a position in iShares Core S&P US Growth ETF in Q4 2019 and held it in 18 quarters.
  • SVB Wealth's iShares Core S&P US Growth ETF position peaked at $1.09M in Q1 2024.
  • 684 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2024.

Based on SVB Wealth's 13F filing for Q2 2024, filed 6 Aug 2024.