WCG Wealth Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

WCG Wealth 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	-10,230	Closed	-$1.35M	–	307
2024 Q3	$1.35M	Buy	+10,230	New	+$1.3M	0.09%	193
2022 Q4	–	Sell	-3,117	Closed	-$250K	–	213
2022 Q3	$250K	Sell	3,117 -33	-1%	-$2.97K	0.03%	246
2022 Q2	$264K	Buy	+3,150	New	+$289K	0.04%	228

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

WCG Wealth Advisors's IUSG Position: Q4 2024 in Review

WCG Wealth Advisors sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2024, closing a stake of 10,230 shares — an estimated $1.35M sold.

WCG Wealth Advisors first reported a position in IUSG in Q2 2022 and held it in 3 quarters. The position peaked at $1.35M in Q3 2024. 774 funds tracked by Wall St. Rank hold IUSG as of Q4 2024.

WCG Wealth Advisors reported no remaining iShares Core S&P US Growth ETF position as of Q4 2024 after selling out during the quarter.
WCG Wealth Advisors sold 10,230 iShares Core S&P US Growth ETF shares in Q4 2024, an estimated $1.35M.
WCG Wealth Advisors first reported a position in iShares Core S&P US Growth ETF in Q2 2022 and held it in 3 quarters.
WCG Wealth Advisors's iShares Core S&P US Growth ETF position peaked at $1.35M in Q3 2024.
774 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2024.

Based on WCG Wealth Advisors's 13F filing for Q4 2024, filed 19 Feb 2025.