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Waypoint Wealth Partners’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Waypoint Wealth Partners’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
-2,827
Closed -$268K – 79
2023
Q3 		$268K Buy
+2,827
New +$277K 0.09% 65

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Waypoint Wealth Partners's IUSG Position: Q4 2023 in Review

Waypoint Wealth Partners sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2023, closing a stake of 2,827 shares — an estimated $268K sold.

Waypoint Wealth Partners first reported a position in IUSG in Q3 2023 and held it in 1 quarter. The position peaked at $268K in Q3 2023. 603 funds tracked by Wall St. Rank hold IUSG as of Q4 2023.

  • Waypoint Wealth Partners reported no remaining iShares Core S&P US Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Waypoint Wealth Partners sold 2,827 iShares Core S&P US Growth ETF shares in Q4 2023, an estimated $268K.
  • Waypoint Wealth Partners first reported a position in iShares Core S&P US Growth ETF in Q3 2023 and held it in 1 quarter.
  • Waypoint Wealth Partners's iShares Core S&P US Growth ETF position peaked at $268K in Q3 2023.
  • 603 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2023.

Based on Waypoint Wealth Partners's 13F filing for Q4 2023, filed 9 Feb 2024.