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

V Wealth Advisors’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	–	Sell	-3,508	Closed	-$343K	–	232
2023 Q2	$343K	Sell	3,508 -32	-0.9%	-$2.94K	0.06%	264
2023 Q1	$314K	Sell	3,540 -21	-0.6%	-$1.79K	0.06%	281
2022 Q4	$290K	Buy	3,561 +307	+9%	+$25.7K	0.06%	285
2022 Q3	$261K	Buy	3,254 +3	+0.1%	+$270	0.05%	308
2022 Q2	$272K	Buy	3,251 +2	+0.1%	+$183	0.05%	330
2022 Q1	$343K	Buy	3,249 +412	+15%	+$42.8K	0.05%	317
2021 Q4	$328K	Buy	2,837 +1	+0%	+$111	0.05%	340
2021 Q3	$290K	Sell	2,836 -1,486	-34%	-$157K	0.04%	363
2021 Q2	$435K	Buy	4,322 +757	+21%	+$72.9K	0.07%	301
2021 Q1	$324K	Buy	3,565 +111	+3%	+$10K	0.06%	328
2020 Q4	$306K	Buy	+3,454	New	+$291K	0.06%	299
2020 Q3	–	Sell	-3,392	Closed	-$244K	–	247
2020 Q2	$244K	Sell	3,392 -657	-16%	-$43.7K	0.06%	303
2020 Q1	$231K	Sell	4,049 -684	-14%	-$45K	0.07%	267
2019 Q4	$297K	Hold	4,733	–	–	0.11%	202
2019 Q3	$297K	Buy	4,733 +261	+6%	+$16.5K	0.11%	201
2019 Q2	$280K	Buy	4,472 +218	+5%	+$13.4K	0.11%	199
2019 Q1	$263K	Sell	4,254 -889	-17%	-$51K	0.11%	195
2018 Q4	$280K	Buy	5,143 +1,506	+41%	+$85.4K	0.14%	165
2018 Q3	$226K	Buy	+3,637	New	+$220K	0.1%	199
2017 Q3	–	Sell	-1,530	Closed	-$74K	–	452
2017 Q2	$74K	Buy	+1,530	New	+$73K	0.03%	268

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

BTI

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

V Wealth Advisors's IUSG Position: Q3 2023 in Review

V Wealth Advisors sold out of iShares Core S&P US Growth ETF (IUSG) in Q3 2023, closing a stake of 3,508 shares — an estimated $343K sold.

V Wealth Advisors first reported a position in IUSG in Q2 2017 and held it in 20 quarters. The position peaked at $435K in Q2 2021. 568 funds tracked by Wall St. Rank hold IUSG as of Q3 2023.

V Wealth Advisors reported no remaining iShares Core S&P US Growth ETF position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 3,508 iShares Core S&P US Growth ETF shares in Q3 2023, an estimated $343K.
V Wealth Advisors first reported a position in iShares Core S&P US Growth ETF in Q2 2017 and held it in 20 quarters.
V Wealth Advisors's iShares Core S&P US Growth ETF position peaked at $435K in Q2 2021.
568 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.