Vectors Research Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Vectors Research 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 Q3	–	Sell	-380	Closed	-$32K	–	300
2022 Q2	$32K	Hold	380	–	–	0.01%	256
2022 Q1	$40K	Hold	380	–	–	0.01%	239
2021 Q4	$44K	Hold	380	–	–	0.01%	268
2021 Q3	$39K	Hold	380	–	–	0.01%	257
2021 Q2	$38K	Hold	380	–	–	0.01%	258
2021 Q1	$35K	Sell	380 -183	-33%	-$16.5K	0.01%	241
2020 Q4	$50K	Sell	563 -100	-15%	-$8.41K	0.02%	196
2020 Q3	$53K	Hold	663	–	–	0.02%	176
2020 Q2	$48K	Hold	663	–	–	0.02%	177
2020 Q1	$38K	Buy	663 +100	+18%	+$6.58K	0.02%	185
2019 Q4	$38K	Buy	+563	New	+$36.5K	0.02%	205

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

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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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

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

Vectors Research Management's IUSG Position: Q3 2022 in Review

Vectors Research Management sold out of iShares Core S&P US Growth ETF (IUSG) in Q3 2022, closing a stake of 380 shares — an estimated $32K sold.

Vectors Research Management first reported a position in IUSG in Q4 2019 and held it in 11 quarters. The position peaked at $53K in Q3 2020. 513 funds tracked by Wall St. Rank hold IUSG as of Q3 2022.

Vectors Research Management reported no remaining iShares Core S&P US Growth ETF position as of Q3 2022 after selling out during the quarter.
Vectors Research Management sold 380 iShares Core S&P US Growth ETF shares in Q3 2022, an estimated $32K.
Vectors Research Management first reported a position in iShares Core S&P US Growth ETF in Q4 2019 and held it in 11 quarters.
Vectors Research Management's iShares Core S&P US Growth ETF position peaked at $53K in Q3 2020.
513 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2022.

Based on Vectors Research Management's 13F filing for Q3 2022, filed 8 Nov 2022.