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

TCI Wealth 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
2023
Q1 		– Sell
-65
Closed -$5.3K – 2580
2022
Q4 		$5.3K Buy
+65
New +$5.43K ﹤0.01% 1487
2019
Q3 		– Sell
-151
Closed -$9K – 1559
2019
Q2 		$9K Buy
+151
New +$9.29K ﹤0.01% 645

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

TCI Wealth Advisors's IUSG Position: Q1 2023 in Review

TCI Wealth Advisors sold out of iShares Core S&P US Growth ETF (IUSG) in Q1 2023, closing a stake of 65 shares — an estimated $5.3K sold.

TCI Wealth Advisors first reported a position in IUSG in Q2 2019 and held it in 2 quarters. The position peaked at $9K in Q2 2019. 553 funds tracked by Wall St. Rank hold IUSG as of Q1 2023.

  • TCI Wealth Advisors reported no remaining iShares Core S&P US Growth ETF position as of Q1 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 65 iShares Core S&P US Growth ETF shares in Q1 2023, an estimated $5.3K.
  • TCI Wealth Advisors first reported a position in iShares Core S&P US Growth ETF in Q2 2019 and held it in 2 quarters.
  • TCI Wealth Advisors's iShares Core S&P US Growth ETF position peaked at $9K in Q2 2019.
  • 553 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2023.

Based on TCI Wealth Advisors's 13F filing for Q1 2023, filed 3 May 2023.