1776 Wealth’s iShares Core S&P US Growth ETF IUSG Stock Holding History

1776 Wealth’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
2020 Q3	–	Sell	-38	Closed	-$2K	–	208
2020 Q2	$2K	Sell	38 -38	-50%	-$2.52K	﹤0.01%	315
2020 Q1	$4K	Buy	76 +38	+100%	+$2.5K	﹤0.01%	339
2019 Q4	$2K	Buy	+38	New	+$2.46K	﹤0.01%	317

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

ECM

ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

1776 Wealth's IUSG Position: Q3 2020 in Review

1776 Wealth sold out of iShares Core S&P US Growth ETF (IUSG) in Q3 2020, closing a stake of 38 shares — an estimated $2K sold.

1776 Wealth first reported a position in IUSG in Q4 2019 and held it in 3 quarters. The position peaked at $4K in Q1 2020. 365 funds tracked by Wall St. Rank hold IUSG as of Q3 2020.

1776 Wealth reported no remaining iShares Core S&P US Growth ETF position as of Q3 2020 after selling out during the quarter.
1776 Wealth sold 38 iShares Core S&P US Growth ETF shares in Q3 2020, an estimated $2K.
1776 Wealth first reported a position in iShares Core S&P US Growth ETF in Q4 2019 and held it in 3 quarters.
1776 Wealth's iShares Core S&P US Growth ETF position peaked at $4K in Q1 2020.
365 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2020.

Based on 1776 Wealth's 13F filing for Q3 2020, filed 12 Nov 2020.