BC
IUSG icon

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

Brinker Capital’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
Q2 		$495K Sell
6,888
-11
-0.2% -$731 0.02% 716
2020
Q1 		$394K Sell
6,899
-56
-0.8% -$3.69K 0.02% 705
2019
Q4 		$470K Buy
6,955
+2,086
+43% +$135K 0.01% 727
2019
Q3 		$306K Buy
4,869
+961
+25% +$60.8K 0.01% 813
2019
Q2 		$245K Buy
3,908
+435
+13% +$26.8K 0.01% 858
2019
Q1 		$209K Buy
+3,473
New +$199K 0.01% 885

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $564B 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
ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return