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WR Wealth Planners’s iShares Core S&P US Growth ETF IUSG Stock Holding History

WR Wealth Planners’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
Q4 		$13K Hold
93
– – ﹤0.01% 554
2024
Q3 		$12.3K Hold
93
– – ﹤0.01% 595
2024
Q2 		$11.9K Hold
93
– – ﹤0.01% 561
2024
Q1 		$10.9K Buy
+93
New +$10.3K ﹤0.01% 584

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 $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

WR Wealth Planners's IUSG Position: Q4 2024 in Review

WR Wealth Planners held its iShares Core S&P US Growth ETF (IUSG) position steady in Q4 2024 at 93 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #554.

WR Wealth Planners first reported a position in IUSG in Q1 2024 and has held it in 4 quarters since. 774 funds tracked by Wall St. Rank hold IUSG as of Q4 2024.

  • WR Wealth Planners held 93 shares of iShares Core S&P US Growth ETF worth $13K as of Q4 2024.
  • WR Wealth Planners left its iShares Core S&P US Growth ETF share count unchanged in Q4 2024.
  • iShares Core S&P US Growth ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #554 holding.
  • WR Wealth Planners first reported a position in iShares Core S&P US Growth ETF in Q1 2024 and has held it in 4 quarters since.
  • 774 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.