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

Tiedemann 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 Q3	$828K	Buy	8,702 +2,098	+32%	+$206K	0.04%	132
2023 Q2	$645K	Buy	6,604 +603	+10%	+$55.3K	0.03%	143
2023 Q1	$533K	Buy	6,001 +352	+6%	+$30K	0.02%	150
2022 Q4	$461K	Hold	5,649	–	–	0.02%	161
2022 Q3	$453K	Buy	5,649 +2,422	+75%	+$218K	0.03%	152
2022 Q2	$270K	Buy	+3,227	New	+$296K	0.02%	194

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

BTI

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Tiedemann Advisors's IUSG Position: Q3 2023 in Review

Tiedemann Advisors increased its iShares Core S&P US Growth ETF (IUSG) stake by 32% in Q3 2023, buying an estimated $206K and bringing the position to 8,702 shares worth $828K. The position accounts for 0.04% of the portfolio, ranked #132.

Tiedemann Advisors first reported a position in IUSG in Q2 2022 and has held it in 6 quarters since. 568 funds tracked by Wall St. Rank hold IUSG as of Q3 2023.

Tiedemann Advisors held 8,702 shares of iShares Core S&P US Growth ETF worth $828K as of Q3 2023.
Tiedemann Advisors bought 2,098 iShares Core S&P US Growth ETF shares in Q3 2023, an estimated $206K.
iShares Core S&P US Growth ETF made up 0.04% of Tiedemann Advisors's portfolio in Q3 2023, its #132 holding.
Tiedemann Advisors first reported a position in iShares Core S&P US Growth ETF in Q2 2022 and has held it in 6 quarters since.
568 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.