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WJ Wealth Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

WJ Wealth Management’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
Q4 		– Sell
-122,182
Closed -$9.79M – 55
2022
Q3 		$9.79M Buy
+122,182
New +$11M 6.14% 6
2022
Q2 		– Sell
-105,460
Closed -$11.1M – 53
2022
Q1 		$11.1M Sell
105,460
-21,577
-17% -$2.24M 7.4% 5
2021
Q4 		$14.7M Buy
127,037
+14,950
+13% +$1.67M 8.78% 3
2021
Q3 		$11.5M Buy
+112,087
New +$11.8M 7.64% 3

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
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 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
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

WJ Wealth Management's IUSG Position: Q4 2022 in Review

WJ Wealth Management sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2022, closing a stake of 122,182 shares — an estimated $9.79M sold.

WJ Wealth Management first reported a position in IUSG in Q3 2021 and held it in 4 quarters. The position peaked at $14.7M in Q4 2021. 545 funds tracked by Wall St. Rank hold IUSG as of Q4 2022.

  • WJ Wealth Management reported no remaining iShares Core S&P US Growth ETF position as of Q4 2022 after selling out during the quarter.
  • WJ Wealth Management sold 122,182 iShares Core S&P US Growth ETF shares in Q4 2022, an estimated $9.79M.
  • WJ Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q3 2021 and held it in 4 quarters.
  • WJ Wealth Management's iShares Core S&P US Growth ETF position peaked at $14.7M in Q4 2021.
  • 545 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2022.

Based on WJ Wealth Management's 13F filing for Q4 2022, filed 15 Feb 2023.