VisionPoint Advisory Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History

VisionPoint Advisory Group’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 Q4	–	Sell	-30	Closed	-$2.85K	–	811
2023 Q3	$2.85K	Hold	30	–	–	﹤0.01%	559
2023 Q2	$2.93K	Buy	+30	New	+$2.75K	﹤0.01%	480

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 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

VisionPoint Advisory Group's IUSG Position: Q4 2023 in Review

VisionPoint Advisory Group sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2023, closing a stake of 30 shares — an estimated $2.85K sold.

VisionPoint Advisory Group first reported a position in IUSG in Q2 2023 and held it in 2 quarters. The position peaked at $2.93K in Q2 2023. 603 funds tracked by Wall St. Rank hold IUSG as of Q4 2023.

VisionPoint Advisory Group reported no remaining iShares Core S&P US Growth ETF position as of Q4 2023 after selling out during the quarter.
VisionPoint Advisory Group sold 30 iShares Core S&P US Growth ETF shares in Q4 2023, an estimated $2.85K.
VisionPoint Advisory Group first reported a position in iShares Core S&P US Growth ETF in Q2 2023 and held it in 2 quarters.
VisionPoint Advisory Group's iShares Core S&P US Growth ETF position peaked at $2.93K in Q2 2023.
603 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2023.

Based on VisionPoint Advisory Group's 13F filing for Q4 2023, filed 7 Feb 2024.