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

Verdence Capital 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
2024 Q4	–	Sell	-1,527	Closed	-$201K	–	653
2024 Q3	$201K	Sell	1,527 -55	-3%	-$6.99K	0.02%	618
2024 Q2	$202K	Buy	+1,582	New	+$189K	0.02%	573
2024 Q1	–	Sell	-2,072	Closed	-$216K	–	599
2023 Q4	$216K	Buy	+2,072	New	+$204K	0.02%	537
2022 Q1	–	Sell	-1,775	Closed	-$205K	–	521
2021 Q4	$205K	Buy	+1,775	New	+$198K	0.02%	479

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Verdence Capital Advisors's IUSG Position: Q4 2024 in Review

Verdence Capital Advisors sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2024, closing a stake of 1,527 shares — an estimated $201K sold.

Verdence Capital Advisors first reported a position in IUSG in Q4 2021 and held it in 4 quarters. The position peaked at $216K in Q4 2023. 774 funds tracked by Wall St. Rank hold IUSG as of Q4 2024.

Verdence Capital Advisors reported no remaining iShares Core S&P US Growth ETF position as of Q4 2024 after selling out during the quarter.
Verdence Capital Advisors sold 1,527 iShares Core S&P US Growth ETF shares in Q4 2024, an estimated $201K.
Verdence Capital Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2021 and held it in 4 quarters.
Verdence Capital Advisors's iShares Core S&P US Growth ETF position peaked at $216K in Q4 2023.
774 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2024.

Based on Verdence Capital Advisors's 13F filing for Q4 2024, filed 6 Feb 2025.