Tradewinds Capital Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Tradewinds Capital 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
2022 Q2	–	Sell	-44	Closed	-$5K	–	604
2022 Q1	$5K	Buy	+44	New	+$4.57K	﹤0.01%	567
2021 Q3	–	Sell	-139	Closed	-$14K	–	776
2021 Q2	$14K	Hold	139	–	–	﹤0.01%	419
2021 Q1	$13K	Buy	+139	New	+$12.5K	﹤0.01%	412
2015 Q3	–	Sell	-142	Closed	-$6K	–	676
2015 Q2	$6K	Buy	+142	New	+$5.85K	﹤0.01%	460

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

BTI

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 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

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

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

Tradewinds Capital Management's IUSG Position: Q2 2022 in Review

Tradewinds Capital Management sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2022, closing a stake of 44 shares — an estimated $5K sold.

Tradewinds Capital Management first reported a position in IUSG in Q2 2015 and held it in 4 quarters. The position peaked at $14K in Q2 2021. 501 funds tracked by Wall St. Rank hold IUSG as of Q2 2022.

Tradewinds Capital Management reported no remaining iShares Core S&P US Growth ETF position as of Q2 2022 after selling out during the quarter.
Tradewinds Capital Management sold 44 iShares Core S&P US Growth ETF shares in Q2 2022, an estimated $5K.
Tradewinds Capital Management first reported a position in iShares Core S&P US Growth ETF in Q2 2015 and held it in 4 quarters.
Tradewinds Capital Management's iShares Core S&P US Growth ETF position peaked at $14K in Q2 2021.
501 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2022.

Based on Tradewinds Capital Management's 13F filing for Q2 2022, filed 21 Jul 2022.