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Woodmont Investment Counsel’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Woodmont Investment Counsel’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
Q2 		– Sell
-746
Closed -$87.4K – 301
2024
Q1 		$87.4K Buy
+746
New +$83K 0.01% 277

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 $445B AUM 25.58% 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 $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Woodmont Investment Counsel's IUSG Position: Q2 2024 in Review

Woodmont Investment Counsel sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2024, closing a stake of 746 shares — an estimated $87.4K sold.

Woodmont Investment Counsel first reported a position in IUSG in Q1 2024 and held it in 1 quarter. The position peaked at $87.4K in Q1 2024. 684 funds tracked by Wall St. Rank hold IUSG as of Q2 2024.

  • Woodmont Investment Counsel reported no remaining iShares Core S&P US Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Woodmont Investment Counsel sold 746 iShares Core S&P US Growth ETF shares in Q2 2024, an estimated $87.4K.
  • Woodmont Investment Counsel first reported a position in iShares Core S&P US Growth ETF in Q1 2024 and held it in 1 quarter.
  • Woodmont Investment Counsel's iShares Core S&P US Growth ETF position peaked at $87.4K in Q1 2024.
  • 684 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2024.

Based on Woodmont Investment Counsel's 13F filing for Q2 2024, filed 18 Jul 2024.