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Viewpoint Capital Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Viewpoint Capital 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
2024
Q4 		– Sell
-232
Closed -$30.4K – 139
2024
Q3 		$30.4K Sell
232
-502
-68% -$63.8K 0.02% 121
2024
Q2 		$93.6K Buy
+734
New +$87.6K 0.06% 112

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Viewpoint Capital Management's IUSG Position: Q4 2024 in Review

Viewpoint Capital Management sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2024, closing a stake of 232 shares — an estimated $30.4K sold.

Viewpoint Capital Management first reported a position in IUSG in Q2 2024 and held it in 2 quarters. The position peaked at $93.6K in Q2 2024. 774 funds tracked by Wall St. Rank hold IUSG as of Q4 2024.

  • Viewpoint Capital Management reported no remaining iShares Core S&P US Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Viewpoint Capital Management sold 232 iShares Core S&P US Growth ETF shares in Q4 2024, an estimated $30.4K.
  • Viewpoint Capital Management first reported a position in iShares Core S&P US Growth ETF in Q2 2024 and held it in 2 quarters.
  • Viewpoint Capital Management's iShares Core S&P US Growth ETF position peaked at $93.6K in Q2 2024.
  • 774 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2024.

Based on Viewpoint Capital Management's 13F filing for Q4 2024, filed 29 Jan 2025.