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WealthPlan Investment Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

WealthPlan Investment 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
2023
Q1 		– Sell
-14,812
Closed -$1.3M – 502
2022
Q4 		$1.3M Sell
14,812
-7,773
-34% -$650K 0.09% 160
2022
Q3 		$1.91M Buy
+22,585
New +$2.03M 0.14% 116
2022
Q1 		$1.83M Buy
+19,753
New +$2.05M 0.13% 125

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
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 $173B AUM 20.72% 1-Year Est. Return

WealthPlan Investment Management's IUSG Position: Q1 2023 in Review

WealthPlan Investment Management sold out of iShares Core S&P US Growth ETF (IUSG) in Q1 2023, closing a stake of 14,812 shares — an estimated $1.3M sold.

WealthPlan Investment Management first reported a position in IUSG in Q1 2022 and held it in 3 quarters. The position peaked at $1.91M in Q3 2022. 553 funds tracked by Wall St. Rank hold IUSG as of Q1 2023.

  • WealthPlan Investment Management reported no remaining iShares Core S&P US Growth ETF position as of Q1 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 14,812 iShares Core S&P US Growth ETF shares in Q1 2023, an estimated $1.3M.
  • WealthPlan Investment Management first reported a position in iShares Core S&P US Growth ETF in Q1 2022 and held it in 3 quarters.
  • WealthPlan Investment Management's iShares Core S&P US Growth ETF position peaked at $1.91M in Q3 2022.
  • 553 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2023.

Based on WealthPlan Investment Management's 13F filing for Q1 2023, filed 8 May 2023.