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Valley Wealth Managers’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Valley Wealth Managers’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
Q1 		– Sell
-100
Closed -$8.15K – 372
2022
Q4 		$8.15K Hold
100
– – ﹤0.01% 307
2022
Q3 		$8K Hold
100
– – ﹤0.01% 329
2022
Q2 		$8K Buy
+100
New +$9.17K ﹤0.01% 338

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Valley Wealth Managers's IUSG Position: Q1 2023 in Review

Valley Wealth Managers sold out of iShares Core S&P US Growth ETF (IUSG) in Q1 2023, closing a stake of 100 shares — an estimated $8.15K sold.

Valley Wealth Managers first reported a position in IUSG in Q2 2022 and held it in 3 quarters. The position peaked at $8.15K in Q4 2022. 553 funds tracked by Wall St. Rank hold IUSG as of Q1 2023.

  • Valley Wealth Managers reported no remaining iShares Core S&P US Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Valley Wealth Managers sold 100 iShares Core S&P US Growth ETF shares in Q1 2023, an estimated $8.15K.
  • Valley Wealth Managers first reported a position in iShares Core S&P US Growth ETF in Q2 2022 and held it in 3 quarters.
  • Valley Wealth Managers's iShares Core S&P US Growth ETF position peaked at $8.15K in Q4 2022.
  • 553 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2023.

Based on Valley Wealth Managers's 13F filing for Q1 2023, filed 3 May 2023.