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

TCWP’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
-5,089
Closed -$408K – 278
2022
Q3 		$408K Sell
5,089
-3,580
-41% -$322K 0.09% 163
2022
Q2 		$725K Sell
8,669
-5,220
-38% -$479K 0.15% 111
2022
Q1 		$1.47M Sell
13,889
-5,754
-29% -$598K 0.27% 88
2021
Q4 		$2.27M Buy
+19,643
New +$2.19M 0.45% 68

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 $8.74B AUM 14.62% 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

TCWP's IUSG Position: Q4 2022 in Review

TCWP sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2022, closing a stake of 5,089 shares — an estimated $408K sold.

TCWP first reported a position in IUSG in Q4 2021 and held it in 4 quarters. The position peaked at $2.27M in Q4 2021. 545 funds tracked by Wall St. Rank hold IUSG as of Q4 2022.

  • TCWP reported no remaining iShares Core S&P US Growth ETF position as of Q4 2022 after selling out during the quarter.
  • TCWP sold 5,089 iShares Core S&P US Growth ETF shares in Q4 2022, an estimated $408K.
  • TCWP first reported a position in iShares Core S&P US Growth ETF in Q4 2021 and held it in 4 quarters.
  • TCWP's iShares Core S&P US Growth ETF position peaked at $2.27M in Q4 2021.
  • 545 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2022.

Based on TCWP's 13F filing for Q4 2022, filed 13 Feb 2023.