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

TRUADVICE’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 		$1.74M Sell
17,838
-865
-5% -$84.9K 0.68% 38
2023
Q2 		$1.83M Buy
18,703
+275
+1% +$25.2K 0.67% 43
2023
Q1 		$1.66M Buy
18,428
+15,100
+454% +$1.29M 0.66% 43
2022
Q4 		$279K Buy
3,328
+476
+17% +$39.8K 0.15% 131
2022
Q3 		$237K Sell
2,852
-1,974
-41% -$178K 0.13% 132
2022
Q2 		$463K Buy
4,826
+271
+6% +$24.8K 0.24% 84
2022
Q1 		$427K Buy
+4,555
New +$473K 0.24% 84

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TRUADVICE's IUSG Position: Q3 2023 in Review

TRUADVICE reduced its iShares Core S&P US Growth ETF (IUSG) stake by 4.6% in Q3 2023, selling an estimated $84.9K and leaving 17,838 shares worth $1.74M. The position accounts for 0.68% of the portfolio, ranked #38.

TRUADVICE first reported a position in IUSG in Q1 2022 and has held it in 7 quarters since. The position peaked at $1.83M in Q2 2023. 568 funds tracked by Wall St. Rank hold IUSG as of Q3 2023.

  • TRUADVICE held 17,838 shares of iShares Core S&P US Growth ETF worth $1.74M as of Q3 2023.
  • TRUADVICE sold 865 iShares Core S&P US Growth ETF shares in Q3 2023, an estimated $84.9K.
  • iShares Core S&P US Growth ETF made up 0.68% of TRUADVICE's portfolio in Q3 2023, its #38 holding.
  • TRUADVICE first reported a position in iShares Core S&P US Growth ETF in Q1 2022 and has held it in 7 quarters since.
  • TRUADVICE's iShares Core S&P US Growth ETF position peaked at $1.83M in Q2 2023.
  • 568 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.