Cornerstone Advisors (Washington)’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Cornerstone Advisors (Washington)’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 Q3	$16K	Hold	202	–	–	﹤0.01%	395
2020 Q2	$15K	Hold	202	–	–	﹤0.01%	400
2020 Q1	$12K	Hold	202	–	–	﹤0.01%	397
2019 Q4	$14K	Hold	202	–	–	﹤0.01%	384
2019 Q3	$13K	Hold	202	–	–	﹤0.01%	379
2019 Q2	$13K	Hold	202	–	–	﹤0.01%	718
2019 Q1	$12K	Buy	+202	New	+$11.6K	﹤0.01%	690

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

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

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

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

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

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

JMPWA

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

Cornerstone Advisors (Washington)'s IUSG Position: Q3 2020 in Review

Cornerstone Advisors (Washington) held its iShares Core S&P US Growth ETF (IUSG) position steady in Q3 2020 at 202 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #395.

Cornerstone Advisors (Washington) first reported a position in IUSG in Q1 2019 and has held it in 7 quarters since. 366 funds tracked by Wall St. Rank hold IUSG as of Q3 2020.

Cornerstone Advisors (Washington) held 202 shares of iShares Core S&P US Growth ETF worth $16K as of Q3 2020.
Cornerstone Advisors (Washington) left its iShares Core S&P US Growth ETF share count unchanged in Q3 2020.
iShares Core S&P US Growth ETF made up ﹤0.01% of Cornerstone Advisors (Washington)'s portfolio in Q3 2020, its #395 holding.
Cornerstone Advisors (Washington) first reported a position in iShares Core S&P US Growth ETF in Q1 2019 and has held it in 7 quarters since.
366 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2020, filed 20 Oct 2020.