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

Ten Capital 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 Q2	–	Sell	-513	Closed	-$45.5K	–	356
2023 Q1	$45.5K	Buy	513 +275	+116%	+$23.4K	0.01%	233
2022 Q4	$19.4K	Hold	238	–	–	0.01%	262
2022 Q3	$19K	Hold	238	–	–	0.01%	247
2022 Q2	$20K	Buy	238 +22	+10%	+$2.02K	0.01%	206
2022 Q1	$23K	Hold	216	–	–	0.01%	202
2021 Q4	$25K	Hold	216	–	–	0.01%	202
2021 Q3	$22K	Buy	+216	New	+$22.8K	0.01%	199

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ten Capital Wealth Advisors's IUSG Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2023, closing a stake of 513 shares — an estimated $45.5K sold.

Ten Capital Wealth Advisors first reported a position in IUSG in Q3 2021 and held it in 7 quarters. The position peaked at $45.5K in Q1 2023. 566 funds tracked by Wall St. Rank hold IUSG as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining iShares Core S&P US Growth ETF position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 513 iShares Core S&P US Growth ETF shares in Q2 2023, an estimated $45.5K.
Ten Capital Wealth Advisors first reported a position in iShares Core S&P US Growth ETF in Q3 2021 and held it in 7 quarters.
Ten Capital Wealth Advisors's iShares Core S&P US Growth ETF position peaked at $45.5K in Q1 2023.
566 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.