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Almanack Investment Partners’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Almanack Investment Partners’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
Q4 		– Sell
-9,458
Closed -$787K – 426
2020
Q3 		$787K Buy
+9,458
New +$741K 0.1% 139

Other funds holding IUSG

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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BL
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Almanack Investment Partners's IUSG Position: Q4 2020 in Review

Almanack Investment Partners sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2020, closing a stake of 9,458 shares — an estimated $787K sold.

Almanack Investment Partners first reported a position in IUSG in Q3 2020 and held it in 1 quarter. The position peaked at $787K in Q3 2020. 423 funds tracked by Wall St. Rank hold IUSG as of Q4 2020.

  • Almanack Investment Partners reported no remaining iShares Core S&P US Growth ETF position as of Q4 2020 after selling out during the quarter.
  • Almanack Investment Partners sold 9,458 iShares Core S&P US Growth ETF shares in Q4 2020, an estimated $787K.
  • Almanack Investment Partners first reported a position in iShares Core S&P US Growth ETF in Q3 2020 and held it in 1 quarter.
  • Almanack Investment Partners's iShares Core S&P US Growth ETF position peaked at $787K in Q3 2020.
  • 423 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2020.

Based on Almanack Investment Partners's 13F filing for Q4 2020, filed 3 Feb 2021.