TrustCore Financial Services’s iShares Core S&P US Growth ETF IUSG Stock Holding History

TrustCore Financial Services’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 Q4	–	Sell	-23	Closed	-$2K	–	1102
2022 Q3	$2K	Sell	23 -57	-71%	-$5.13K	﹤0.01%	962
2022 Q2	$7K	Buy	80 +23	+40%	+$2.11K	﹤0.01%	801
2022 Q1	$6K	Hold	57	–	–	﹤0.01%	828
2021 Q4	$7K	Hold	57	–	–	﹤0.01%	751
2021 Q3	$6K	Hold	57	–	–	﹤0.01%	839
2021 Q2	$6K	Hold	57	–	–	﹤0.01%	818
2021 Q1	$5K	Sell	57 -229	-80%	-$20.6K	﹤0.01%	791
2020 Q4	$25K	Sell	286 -263	-48%	-$22.1K	﹤0.01%	525
2020 Q3	$44K	Sell	549 -90	-14%	-$7.05K	0.01%	394
2020 Q2	$46K	Sell	639 -306	-32%	-$20.3K	0.01%	402
2020 Q1	$54K	Buy	945 +38	+4%	+$2.5K	0.01%	347
2019 Q4	$61K	Hold	907	–	–	0.01%	352
2019 Q3	$57K	Hold	907	–	–	0.01%	343
2019 Q2	$57K	Hold	907	–	–	0.01%	340
2019 Q1	$55K	Buy	+907	New	+$52K	0.02%	292
2018 Q4	–	Sell	-907	Closed	-$56K	–	593
2018 Q3	$56K	Hold	907	–	–	0.02%	298
2018 Q2	$52K	Hold	907	–	–	0.02%	296
2018 Q1	$50K	Hold	907	–	–	0.02%	283
2017 Q4	$49K	Buy	+907	New	+$47.7K	0.02%	281

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

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

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

TrustCore Financial Services's IUSG Position: Q4 2022 in Review

TrustCore Financial Services sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2022, closing a stake of 23 shares — an estimated $2K sold.

TrustCore Financial Services first reported a position in IUSG in Q4 2017 and held it in 19 quarters. The position peaked at $61K in Q4 2019. 545 funds tracked by Wall St. Rank hold IUSG as of Q4 2022.

TrustCore Financial Services reported no remaining iShares Core S&P US Growth ETF position as of Q4 2022 after selling out during the quarter.
TrustCore Financial Services sold 23 iShares Core S&P US Growth ETF shares in Q4 2022, an estimated $2K.
TrustCore Financial Services first reported a position in iShares Core S&P US Growth ETF in Q4 2017 and held it in 19 quarters.
TrustCore Financial Services's iShares Core S&P US Growth ETF position peaked at $61K in Q4 2019.
545 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.