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Wedbush Securities’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Wedbush Securities’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
Q2 		– Sell
-2,749
Closed -$290K – 1126
2022
Q1 		$290K Sell
2,749
-4,191
-60% -$435K 0.01% 810
2021
Q4 		$803K Sell
6,940
-366
-5% -$40.8K 0.03% 445
2021
Q3 		$748K Sell
7,306
-72
-1% -$7.61K 0.04% 445
2021
Q2 		$745K Sell
7,378
-2,361
-24% -$228K 0.04% 462
2021
Q1 		$884K Sell
9,739
-2,257
-19% -$203K 0.05% 364
2020
Q4 		$1.06M Buy
11,996
+5,252
+78% +$442K 0.09% 230
2020
Q3 		$539K Buy
6,744
+2,952
+78% +$231K 0.05% 404
2020
Q2 		$273K Sell
3,792
-1,507
-28% -$100K 0.03% 640
2020
Q1 		$303K Buy
5,299
+102
+2% +$6.71K 0.04% 520
2019
Q4 		$352K Sell
5,197
-3,967
-43% -$257K 0.03% 609
2019
Q3 		$576K Buy
9,164
+2,950
+47% +$187K 0.06% 396
2019
Q2 		$389K Buy
6,214
+895
+17% +$55.1K 0.04% 532
2019
Q1 		$321K Buy
5,319
+1,226
+30% +$70.3K 0.03% 572
2018
Q4 		$216K Sell
4,093
-88
-2% -$4.99K 0.03% 659
2018
Q3 		$260K Buy
+4,181
New +$252K 0.03% 652

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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wedbush Securities's IUSG Position: Q2 2022 in Review

Wedbush Securities sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2022, closing a stake of 2,749 shares — an estimated $290K sold.

Wedbush Securities first reported a position in IUSG in Q3 2018 and held it in 15 quarters. The position peaked at $1.06M in Q4 2020. 501 funds tracked by Wall St. Rank hold IUSG as of Q2 2022.

  • Wedbush Securities reported no remaining iShares Core S&P US Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Wedbush Securities sold 2,749 iShares Core S&P US Growth ETF shares in Q2 2022, an estimated $290K.
  • Wedbush Securities first reported a position in iShares Core S&P US Growth ETF in Q3 2018 and held it in 15 quarters.
  • Wedbush Securities's iShares Core S&P US Growth ETF position peaked at $1.06M in Q4 2020.
  • 501 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2022.

Based on Wedbush Securities's 13F filing for Q2 2022, filed 21 Jul 2022.