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Advus Financial Partners, LLC’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Advus Financial Partners, LLC’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 		– Sell
-3,614
Closed -$302K – 136
2022
Q2 		$302K Sell
3,614
-12,370
-77% -$1.13M 0.16% 88
2022
Q1 		$1.69M Buy
+15,984
New +$1.66M 0.86% 23
2021
Q3 		$3.12M Buy
+26,963
New +$2.85M 1.72% 12

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Advus Financial Partners, LLC's IUSG Position: Q3 2022 in Review

Advus Financial Partners, LLC sold out of iShares Core S&P US Growth ETF (IUSG) in Q3 2022, closing a stake of 3,614 shares — an estimated $302K sold.

Advus Financial Partners, LLC first reported a position in IUSG in Q3 2021 and held it in 3 quarters. The position peaked at $3.12M in Q3 2021. 513 funds tracked by Wall St. Rank hold IUSG as of Q3 2022.

  • Advus Financial Partners, LLC reported no remaining iShares Core S&P US Growth ETF position as of Q3 2022 after selling out during the quarter.
  • Advus Financial Partners, LLC sold 3,614 iShares Core S&P US Growth ETF shares in Q3 2022, an estimated $302K.
  • Advus Financial Partners, LLC first reported a position in iShares Core S&P US Growth ETF in Q3 2021 and held it in 3 quarters.
  • Advus Financial Partners, LLC's iShares Core S&P US Growth ETF position peaked at $3.12M in Q3 2021.
  • 513 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2022.

Based on Advus Financial Partners, LLC's 13F filing for Q3 2022, filed 25 Aug 2026.