Wolff Wiese Magana’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Wolff Wiese Magana’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
2023 Q4	–	Sell	-75	Closed	-$7.11K	–	793
2023 Q3	$7.11K	Hold	75	–	–	0.01%	386
2023 Q2	$7.32K	Hold	75	–	–	0.01%	391
2023 Q1	$6.66K	Hold	75	–	–	0.01%	398
2022 Q4	$6.11K	Hold	75	–	–	0.01%	385
2022 Q3	$6K	Hold	75	–	–	﹤0.01%	576
2022 Q2	$6K	Hold	75	–	–	﹤0.01%	611
2022 Q1	$8K	Hold	75	–	–	0.01%	572
2021 Q4	$9K	Hold	75	–	–	0.01%	569
2021 Q3	$8K	Hold	75	–	–	0.01%	560
2021 Q2	$8K	Hold	75	–	–	0.01%	556
2021 Q1	$7K	Hold	75	–	–	0.01%	539
2020 Q4	$7K	Buy	+75	New	+$6.31K	0.01%	490

Other funds holding IUSG

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

Wolff Wiese Magana's IUSG Position: Q4 2023 in Review

Wolff Wiese Magana sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2023, closing a stake of 75 shares — an estimated $7.11K sold.

Wolff Wiese Magana first reported a position in IUSG in Q4 2020 and held it in 12 quarters. The position peaked at $9K in Q4 2021. 603 funds tracked by Wall St. Rank hold IUSG as of Q4 2023.

Wolff Wiese Magana reported no remaining iShares Core S&P US Growth ETF position as of Q4 2023 after selling out during the quarter.
Wolff Wiese Magana sold 75 iShares Core S&P US Growth ETF shares in Q4 2023, an estimated $7.11K.
Wolff Wiese Magana first reported a position in iShares Core S&P US Growth ETF in Q4 2020 and held it in 12 quarters.
Wolff Wiese Magana's iShares Core S&P US Growth ETF position peaked at $9K in Q4 2021.
603 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2023.

Based on Wolff Wiese Magana's 13F filing for Q4 2023, filed 16 Jan 2024.