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Wetzel Investment Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Wetzel Investment 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
-38
Closed -$4.45K – 500
2024
Q2 		$4.45K Hold
38
– – ﹤0.01% 605
2024
Q1 		$4.27K Hold
38
– – ﹤0.01% 707
2023
Q4 		$4K Buy
+38
New +$3.74K ﹤0.01% 727

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

Wetzel Investment Advisors's IUSG Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of iShares Core S&P US Growth ETF (IUSG) in Q3 2024, closing a stake of 38 shares — an estimated $4.45K sold.

Wetzel Investment Advisors first reported a position in IUSG in Q4 2023 and held it in 3 quarters. The position peaked at $4.45K in Q2 2024. 694 funds tracked by Wall St. Rank hold IUSG as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining iShares Core S&P US Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 38 iShares Core S&P US Growth ETF shares in Q3 2024, an estimated $4.45K.
  • Wetzel Investment Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's iShares Core S&P US Growth ETF position peaked at $4.45K in Q2 2024.
  • 694 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.