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Tyler-Stone Wealth Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Tyler-Stone Wealth Management’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
-62
Closed -$5K – 880
2022
Q3 		$5K Hold
62
– – ﹤0.01% 641
2022
Q2 		$5K Hold
62
– – ﹤0.01% 666
2022
Q1 		$7K Buy
+62
New +$6.44K ﹤0.01% 626

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Tyler-Stone Wealth Management's IUSG Position: Q4 2022 in Review

Tyler-Stone Wealth Management sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2022, closing a stake of 62 shares — an estimated $5K sold.

Tyler-Stone Wealth Management first reported a position in IUSG in Q1 2022 and held it in 3 quarters. The position peaked at $7K in Q1 2022. 545 funds tracked by Wall St. Rank hold IUSG as of Q4 2022.

  • Tyler-Stone Wealth Management reported no remaining iShares Core S&P US Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 62 iShares Core S&P US Growth ETF shares in Q4 2022, an estimated $5K.
  • Tyler-Stone Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q1 2022 and held it in 3 quarters.
  • Tyler-Stone Wealth Management's iShares Core S&P US Growth ETF position peaked at $7K in Q1 2022.
  • 545 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2022.

Based on Tyler-Stone Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.