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Wellspring Financial Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Wellspring Financial 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
Q3 		– Sell
-8,702
Closed -$1.11M – 173
2024
Q2 		$1.11M Buy
+8,702
New +$1.04M 0.15% 54

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
Envestnet Asset Management
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return

Wellspring Financial Advisors's IUSG Position: Q3 2024 in Review

Wellspring Financial Advisors sold out of iShares Core S&P US Growth ETF (IUSG) in Q3 2024, closing a stake of 8,702 shares — an estimated $1.11M sold.

Wellspring Financial Advisors first reported a position in IUSG in Q2 2024 and held it in 1 quarter. The position peaked at $1.11M in Q2 2024. 694 funds tracked by Wall St. Rank hold IUSG as of Q3 2024.

  • Wellspring Financial Advisors reported no remaining iShares Core S&P US Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Wellspring Financial Advisors sold 8,702 iShares Core S&P US Growth ETF shares in Q3 2024, an estimated $1.11M.
  • Wellspring Financial Advisors first reported a position in iShares Core S&P US Growth ETF in Q2 2024 and held it in 1 quarter.
  • Wellspring Financial Advisors's iShares Core S&P US Growth ETF position peaked at $1.11M in Q2 2024.
  • 694 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2024.

Based on Wellspring Financial Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.