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

Truvestments Capital’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 Q1	–	Sell	-47	Closed	-$5K	–	349
2021 Q4	$5K	Hold	47	–	–	﹤0.01%	480
2021 Q3	$5K	Hold	47	–	–	﹤0.01%	453
2021 Q2	$5K	Hold	47	–	–	﹤0.01%	460
2021 Q1	$4K	Hold	47	–	–	﹤0.01%	541
2020 Q4	$4K	Buy	+47	New	+$3.95K	﹤0.01%	512
2020 Q3	–	Sell	-47	Closed	-$3K	–	430
2020 Q2	$3K	Buy	47 +1	+2%	+$66	﹤0.01%	488
2020 Q1	$2K	Buy	+46	New	+$3.03K	﹤0.01%	463
2019 Q2	–	Sell	-261	Closed	-$16K	–	745
2019 Q1	$16K	Buy	+261	New	+$15K	0.01%	442
2018 Q3	$16K	Buy	+258	New	+$15.6K	0.01%	554

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Truvestments Capital's IUSG Position: Q1 2022 in Review

Truvestments Capital sold out of iShares Core S&P US Growth ETF (IUSG) in Q1 2022, closing a stake of 47 shares — an estimated $5K sold.

Truvestments Capital first reported a position in IUSG in Q3 2018 and held it in 9 quarters. The position peaked at $16K in Q1 2019. 526 funds tracked by Wall St. Rank hold IUSG as of Q1 2022.

Truvestments Capital reported no remaining iShares Core S&P US Growth ETF position as of Q1 2022 after selling out during the quarter.
Truvestments Capital sold 47 iShares Core S&P US Growth ETF shares in Q1 2022, an estimated $5K.
Truvestments Capital first reported a position in iShares Core S&P US Growth ETF in Q3 2018 and held it in 9 quarters.
Truvestments Capital's iShares Core S&P US Growth ETF position peaked at $16K in Q1 2019.
526 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2022.

Based on Truvestments Capital's 13F filing for Q1 2022, filed 2 May 2022.