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

Triad Financial 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	-2,661	Closed	-$236K	–	99
2023 Q1	$236K	Sell	2,661 -1,930	-42%	-$164K	0.1%	90
2022 Q4	$374K	Sell	4,591 -235	-5%	-$19.6K	0.17%	68
2022 Q3	$387K	Hold	4,826	–	–	0.21%	52
2022 Q2	$404K	Sell	4,826 -192	-4%	-$17.6K	0.22%	53
2022 Q1	$530K	Sell	5,018 -255	-5%	-$26.5K	0.28%	45
2021 Q4	$610K	Buy	+5,273	New	+$588K	0.36%	41

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

Triad Financial Advisors's IUSG Position: Q2 2023 in Review

Triad Financial Advisors sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2023, closing a stake of 2,661 shares — an estimated $236K sold.

Triad Financial Advisors first reported a position in IUSG in Q4 2021 and held it in 6 quarters. The position peaked at $610K in Q4 2021. 566 funds tracked by Wall St. Rank hold IUSG as of Q2 2023.

Triad Financial Advisors reported no remaining iShares Core S&P US Growth ETF position as of Q2 2023 after selling out during the quarter.
Triad Financial Advisors sold 2,661 iShares Core S&P US Growth ETF shares in Q2 2023, an estimated $236K.
Triad Financial Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2021 and held it in 6 quarters.
Triad Financial Advisors's iShares Core S&P US Growth ETF position peaked at $610K in Q4 2021.
566 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2023.

Based on Triad Financial Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.