Tilia Fiduciary Partners’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Tilia Fiduciary Partners’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	-208	Closed	-$20.3K	–	271
2023 Q2	$20.3K	Hold	208	–	–	0.02%	293
2023 Q1	$18.5K	Hold	208	–	–	0.02%	308
2022 Q4	$17K	Hold	208	–	–	0.02%	311
2022 Q3	$17K	Hold	208	–	–	0.02%	304
2022 Q2	$18K	Hold	208	–	–	0.02%	313
2022 Q1	$22K	Buy	+208	New	+$21.6K	0.02%	302

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 $424B AUM 22.94% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Tilia Fiduciary Partners's IUSG Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of iShares Core S&P US Growth ETF (IUSG) in Q3 2023, closing a stake of 208 shares — an estimated $20.3K sold.

Tilia Fiduciary Partners first reported a position in IUSG in Q1 2022 and held it in 6 quarters. The position peaked at $22K in Q1 2022. 568 funds tracked by Wall St. Rank hold IUSG as of Q3 2023.

Tilia Fiduciary Partners reported no remaining iShares Core S&P US Growth ETF position as of Q3 2023 after selling out during the quarter.
Tilia Fiduciary Partners sold 208 iShares Core S&P US Growth ETF shares in Q3 2023, an estimated $20.3K.
Tilia Fiduciary Partners first reported a position in iShares Core S&P US Growth ETF in Q1 2022 and held it in 6 quarters.
Tilia Fiduciary Partners's iShares Core S&P US Growth ETF position peaked at $22K in Q1 2022.
568 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.