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

WealthPLAN 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 Q3	–	Sell	-992	Closed	-$96.9K	–	720
2023 Q2	$96.9K	Sell	992 -916	-48%	-$84K	0.01%	406
2023 Q1	$169K	Sell	1,908 -12,904	-87%	-$1.1M	0.02%	339
2022 Q4	$1.3M	Buy	+14,812	New	+$1.24M	0.09%	159
2022 Q1	$1.83M	Sell	19,753 -454	-2%	-$47.2K	0.13%	125
2021 Q4	$2.14M	Buy	20,207 +444	+2%	+$49.5K	0.14%	114
2021 Q3	$2.27M	Buy	19,763 +2,903	+17%	+$307K	0.15%	110
2021 Q2	$1.77M	Buy	16,860 +1,834	+12%	+$177K	0.12%	114
2021 Q1	$1.44M	Sell	15,026 -672	-4%	-$60.6K	0.11%	120
2020 Q4	$1.45M	Sell	15,698 -811	-5%	-$68.2K	0.12%	114
2020 Q3	$1.38M	Buy	16,509 +4,612	+39%	+$361K	0.13%	105
2020 Q2	$945K	Buy	+11,897	New	+$790K	0.1%	124

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WealthPLAN Partners's IUSG Position: Q3 2023 in Review

WealthPLAN Partners sold out of iShares Core S&P US Growth ETF (IUSG) in Q3 2023, closing a stake of 992 shares — an estimated $96.9K sold.

WealthPLAN Partners first reported a position in IUSG in Q2 2020 and held it in 11 quarters. The position peaked at $2.27M in Q3 2021. 567 funds tracked by Wall St. Rank hold IUSG as of Q3 2023.

WealthPLAN Partners reported no remaining iShares Core S&P US Growth ETF position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 992 iShares Core S&P US Growth ETF shares in Q3 2023, an estimated $96.9K.
WealthPLAN Partners first reported a position in iShares Core S&P US Growth ETF in Q2 2020 and held it in 11 quarters.
WealthPLAN Partners's iShares Core S&P US Growth ETF position peaked at $2.27M in Q3 2021.
567 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.