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WFA of San Diego’s iShares Core S&P US Growth ETF IUSG Stock Holding History

WFA of San Diego’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 		$3.17K Hold
24
– – ﹤0.01% 337
2024
Q2 		$3.06K Buy
+24
New +$2.86K ﹤0.01% 346
2022
Q1 		– Sell
-3,592
Closed -$415K – 119
2021
Q4 		$415K Sell
3,592
-500
-12% -$55.7K 0.24% 76
2021
Q3 		$419K Buy
+4,092
New +$432K 0.29% 67

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 $6.98B AUM 18.78% 1-Year Est. Return

WFA of San Diego's IUSG Position: Q3 2024 in Review

WFA of San Diego held its iShares Core S&P US Growth ETF (IUSG) position steady in Q3 2024 at 24 shares worth $3.17K. The position accounts for ﹤0.01% of the portfolio, ranked #337.

WFA of San Diego first reported a position in IUSG in Q3 2021 and has held it in 4 quarters since. The position peaked at $419K in Q3 2021. 694 funds tracked by Wall St. Rank hold IUSG as of Q3 2024.

  • WFA of San Diego held 24 shares of iShares Core S&P US Growth ETF worth $3.17K as of Q3 2024.
  • WFA of San Diego left its iShares Core S&P US Growth ETF share count unchanged in Q3 2024.
  • iShares Core S&P US Growth ETF made up ﹤0.01% of WFA of San Diego's portfolio in Q3 2024, its #337 holding.
  • WFA of San Diego first reported a position in iShares Core S&P US Growth ETF in Q3 2021 and has held it in 4 quarters since.
  • WFA of San Diego's iShares Core S&P US Growth ETF position peaked at $419K in Q3 2021.
  • 694 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2024.

Based on WFA of San Diego's 13F filing for Q3 2024, filed 13 Nov 2024.