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

Wipfli 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
2022 Q3	$2K	Buy	+28	New	+$2.52K	﹤0.01%	2295

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JMPWA

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wipfli Financial Advisors's IUSG Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q3 2022: 28 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #2295 among its holdings.

513 funds tracked by Wall St. Rank hold IUSG as of Q3 2022.

Wipfli Financial Advisors held 28 shares of iShares Core S&P US Growth ETF worth $2K as of Q3 2022.
iShares Core S&P US Growth ETF was a new Wipfli Financial Advisors position in Q3 2022.
iShares Core S&P US Growth ETF made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2295 holding.
513 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.