Brand Asset Management Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Brand Asset Management Group’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 Q2	–	Sell	-240	Closed	-$22K	–	164
2021 Q1	$22K	Hold	240	–	–	0.01%	194
2020 Q4	$21K	Buy	+240	New	+$20.2K	0.01%	171

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 $374B AUM 17.66% 1-Year Est. Return

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

Brand Asset Management Group's IUSG Position: Q2 2021 in Review

Brand Asset Management Group sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2021, closing a stake of 240 shares — an estimated $22K sold.

Brand Asset Management Group first reported a position in IUSG in Q4 2020 and held it in 2 quarters. The position peaked at $22K in Q1 2021. 459 funds tracked by Wall St. Rank hold IUSG as of Q2 2021.

Brand Asset Management Group reported no remaining iShares Core S&P US Growth ETF position as of Q2 2021 after selling out during the quarter.
Brand Asset Management Group sold 240 iShares Core S&P US Growth ETF shares in Q2 2021, an estimated $22K.
Brand Asset Management Group first reported a position in iShares Core S&P US Growth ETF in Q4 2020 and held it in 2 quarters.
Brand Asset Management Group's iShares Core S&P US Growth ETF position peaked at $22K in Q1 2021.
459 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2021.

Based on Brand Asset Management Group's 13F filing for Q2 2021, filed 9 Aug 2021.