Berman Capital Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Berman Capital Advisors’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
2021 Q3	$590K	Buy	5,765 +11	+0.2%	+$1.16K	0.09%	116
2021 Q2	$581K	Sell	5,754 -9,180	-61%	-$885K	0.09%	104
2021 Q1	$1.35M	Buy	14,934 +10	+0.1%	+$901	0.28%	48
2020 Q4	$1.32M	Buy	14,924 +15	+0.1%	+$1.26K	0.32%	46
2020 Q3	$1.19M	Buy	14,909 +16	+0.1%	+$1.25K	0.34%	40
2020 Q2	$1.07M	Buy	14,893 +15	+0.1%	+$997	0.28%	49
2020 Q1	$849K	Buy	14,878 +18	+0.1%	+$1.19K	0.27%	42
2019 Q4	$1M	Buy	14,860 +35	+0.2%	+$2.27K	0.29%	37
2019 Q3	$932K	Buy	14,825 +21	+0.1%	+$1.33K	0.29%	37
2019 Q2	$927K	Buy	14,804 +24	+0.2%	+$1.48K	0.3%	38
2019 Q1	$891K	Buy	14,780 +18	+0.1%	+$1.03K	0.3%	38
2018 Q4	$777K	Buy	14,762 +36	+0.2%	+$2.04K	0.31%	36
2018 Q3	$915K	Buy	14,726 +16	+0.1%	+$966	0.39%	35
2018 Q2	$841K	Buy	14,710 +9,189	+166%	+$519K	0.29%	44
2018 Q1	$302K	Buy	5,521 +16	+0.3%	+$898	0.12%	78
2017 Q4	$296K	Buy	+5,505	New	+$290K	0.1%	77

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

JMPWA

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Berman Capital Advisors's IUSG Position: Q3 2021 in Review

Berman Capital Advisors increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.19% in Q3 2021, buying an estimated $1.16K and bringing the position to 5,765 shares worth $590K. The position accounts for 0.09% of the portfolio, ranked #116.

Berman Capital Advisors first reported a position in IUSG in Q4 2017 and has held it in 16 quarters since. The position peaked at $1.35M in Q1 2021. 477 funds tracked by Wall St. Rank hold IUSG as of Q3 2021.

Berman Capital Advisors held 5,765 shares of iShares Core S&P US Growth ETF worth $590K as of Q3 2021.
Berman Capital Advisors bought 11 iShares Core S&P US Growth ETF shares in Q3 2021, an estimated $1.16K.
iShares Core S&P US Growth ETF made up 0.09% of Berman Capital Advisors's portfolio in Q3 2021, its #116 holding.
Berman Capital Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2017 and has held it in 16 quarters since.
Berman Capital Advisors's iShares Core S&P US Growth ETF position peaked at $1.35M in Q1 2021.
477 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.