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

Wealth Advisors of Iowa’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
2022
Q1 		– Sell
-87,586
Closed -$10.1M – 65
2021
Q4 		$10.1M Buy
87,586
+2,756
+3% +$307K 5.54% 5
2021
Q3 		$8.69M Buy
+84,830
New +$8.96M 4.72% 5

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
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wealth Advisors of Iowa's IUSG Position: Q1 2022 in Review

Wealth Advisors of Iowa sold out of iShares Core S&P US Growth ETF (IUSG) in Q1 2022, closing a stake of 87,586 shares — an estimated $10.1M sold.

Wealth Advisors of Iowa first reported a position in IUSG in Q3 2021 and held it in 2 quarters. The position peaked at $10.1M in Q4 2021. 526 funds tracked by Wall St. Rank hold IUSG as of Q1 2022.

  • Wealth Advisors of Iowa reported no remaining iShares Core S&P US Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Wealth Advisors of Iowa sold 87,586 iShares Core S&P US Growth ETF shares in Q1 2022, an estimated $10.1M.
  • Wealth Advisors of Iowa first reported a position in iShares Core S&P US Growth ETF in Q3 2021 and held it in 2 quarters.
  • Wealth Advisors of Iowa's iShares Core S&P US Growth ETF position peaked at $10.1M in Q4 2021.
  • 526 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2022.

Based on Wealth Advisors of Iowa's 13F filing for Q1 2022, filed 10 May 2022.