TAIM
IUSG icon

TD Ameritrade Investment Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

TD Ameritrade Investment 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
2023
Q3 		– Sell
-185,275
Closed -$18.1M – 244
2023
Q2 		$18.1M Buy
185,275
+2,736
+1% +$251K 0.19% 54
2023
Q1 		$16.2M Sell
182,539
-18,797
-9% -$1.6M 0.17% 59
2022
Q4 		$16.4M Buy
201,336
+74,328
+59% +$6.21M 0.16% 62
2022
Q3 		$10.2M Sell
127,008
-1,846
-1% -$166K 0.1% 72
2022
Q2 		$10.8M Buy
128,854
+15,772
+14% +$1.45M 0.1% 74
2022
Q1 		$11.9M Buy
113,082
+25,235
+29% +$2.62M 0.09% 75
2021
Q4 		$10.2M Sell
87,847
-8,870
-9% -$989K 0.07% 74
2021
Q3 		$7.74M Sell
96,717
-160
-0.2% -$16.9K 0.06% 74
2021
Q2 		$9.78M Buy
96,877
+3,020
+3% +$291K 0.07% 73
2021
Q1 		$8.32M Hold
93,857
– – 0.06% 75
2020
Q4 		$8.32M Sell
93,857
-2,860
-3% -$241K 0.06% 75
2020
Q3 		$7.74M Sell
96,717
-16,727
-15% -$1.31M 0.06% 74
2020
Q2 		$8.15M Sell
113,444
-11,372
-9% -$756K 0.07% 76
2020
Q1 		$7.13M Buy
124,816
+29,156
+30% +$1.92M 0.07% 78
2019
Q4 		$6.47M Sell
95,660
-4,421
-4% -$286K 0.05% 78
2019
Q3 		$6.29M Buy
100,081
+5,353
+6% +$338K 0.05% 77
2019
Q2 		$5.94M Buy
94,728
+3,210
+4% +$197K 0.05% 76
2019
Q1 		$5.52M Buy
91,518
+23,866
+35% +$1.37M 0.05% 79
2018
Q4 		$3.56M Buy
67,652
+30,094
+80% +$1.71M 0.03% 77
2018
Q3 		$2.33M Sell
37,558
-19,185
-34% -$1.16M 0.02% 78
2018
Q2 		$3.25M Buy
56,743
+8,166
+17% +$462K 0.03% 64
2018
Q1 		$2.65M Buy
48,577
+47,607
+4,908% +$2.67M 0.03% 57
2017
Q4 		$52K Buy
970
+474
+96% +$24.9K ﹤0.01% 77
2017
Q3 		$25K Buy
+496
New +$24.6K ﹤0.01% 77

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

TD Ameritrade Investment Management's IUSG Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of iShares Core S&P US Growth ETF (IUSG) in Q3 2023, closing a stake of 185,275 shares — an estimated $18.1M sold.

TD Ameritrade Investment Management first reported a position in IUSG in Q3 2017 and held it in 24 quarters. The position peaked at $18.1M in Q2 2023. 568 funds tracked by Wall St. Rank hold IUSG as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining iShares Core S&P US Growth ETF position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 185,275 iShares Core S&P US Growth ETF shares in Q3 2023, an estimated $18.1M.
  • TD Ameritrade Investment Management first reported a position in iShares Core S&P US Growth ETF in Q3 2017 and held it in 24 quarters.
  • TD Ameritrade Investment Management's iShares Core S&P US Growth ETF position peaked at $18.1M in Q2 2023.
  • 568 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.