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Disciplined Investments’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Disciplined Investments’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 		– Sell
-77
Closed -$6K – 420
2020
Q2 		$6K Buy
+77
New +$5.12K ﹤0.01% 300

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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Disciplined Investments's IUSG Position: Q3 2020 in Review

Disciplined Investments sold out of iShares Core S&P US Growth ETF (IUSG) in Q3 2020, closing a stake of 77 shares — an estimated $6K sold.

Disciplined Investments first reported a position in IUSG in Q2 2020 and held it in 1 quarter. The position peaked at $6K in Q2 2020. 365 funds tracked by Wall St. Rank hold IUSG as of Q3 2020.

  • Disciplined Investments reported no remaining iShares Core S&P US Growth ETF position as of Q3 2020 after selling out during the quarter.
  • Disciplined Investments sold 77 iShares Core S&P US Growth ETF shares in Q3 2020, an estimated $6K.
  • Disciplined Investments first reported a position in iShares Core S&P US Growth ETF in Q2 2020 and held it in 1 quarter.
  • Disciplined Investments's iShares Core S&P US Growth ETF position peaked at $6K in Q2 2020.
  • 365 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2020.

Based on Disciplined Investments's 13F filing for Q3 2020, filed 5 Nov 2020.