TrinityPoint Wealth’s iShares Core S&P US Growth ETF IUSG Stock Holding History

TrinityPoint Wealth’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
2024 Q4	$207K	Buy	+1,487	New	+$204K	0.03%	319

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BTI

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

TrinityPoint Wealth's IUSG Position: Q4 2024 in Review

TrinityPoint Wealth opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q4 2024: 1,487 shares worth $207K. The stake represents 0.03% of the portfolio and ranks #319 among its holdings.

775 funds tracked by Wall St. Rank hold IUSG as of Q4 2024.

TrinityPoint Wealth held 1,487 shares of iShares Core S&P US Growth ETF worth $207K as of Q4 2024.
iShares Core S&P US Growth ETF was a new TrinityPoint Wealth position in Q4 2024.
iShares Core S&P US Growth ETF made up 0.03% of TrinityPoint Wealth's portfolio in Q4 2024, its #319 holding.
775 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.