CS
IUSG icon

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

Capital Square’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 		– Sell
-415
Closed -$24K – 209
2020
Q1 		$24K Buy
+415
New +$27.3K 0.03% 276

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 $377B 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 $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
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

Capital Square's IUSG Position: Q2 2020 in Review

Capital Square sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2020, closing a stake of 415 shares — an estimated $24K sold.

Capital Square first reported a position in IUSG in Q1 2020 and held it in 1 quarter. The position peaked at $24K in Q1 2020. 367 funds tracked by Wall St. Rank hold IUSG as of Q2 2020.

  • Capital Square reported no remaining iShares Core S&P US Growth ETF position as of Q2 2020 after selling out during the quarter.
  • Capital Square sold 415 iShares Core S&P US Growth ETF shares in Q2 2020, an estimated $24K.
  • Capital Square first reported a position in iShares Core S&P US Growth ETF in Q1 2020 and held it in 1 quarter.
  • Capital Square's iShares Core S&P US Growth ETF position peaked at $24K in Q1 2020.
  • 367 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2020.

Based on Capital Square's 13F filing for Q2 2020, filed 27 Jul 2020.