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Eudaimonia Partners’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Eudaimonia Partners’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
-201
Closed -$19K – 862
2021
Q1 		$19K Buy
+201
New +$18.1K ﹤0.01% 958
2020
Q4 		– Sell
-286
Closed -$23K – 893
2020
Q3 		$23K Sell
286
-231
-45% -$18.1K 0.01% 759
2020
Q2 		$37K Sell
517
-1,243
-71% -$82.6K 0.01% 567
2020
Q1 		$100K Sell
1,760
-3,623
-67% -$238K 0.04% 327
2019
Q4 		$364K Buy
+5,383
New +$349K 0.14% 160

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Thrivent Financial for Lutherans
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Eudaimonia Partners's IUSG Position: Q2 2021 in Review

Eudaimonia Partners sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2021, closing a stake of 201 shares — an estimated $19K sold.

Eudaimonia Partners first reported a position in IUSG in Q4 2019 and held it in 5 quarters. The position peaked at $364K in Q4 2019. 459 funds tracked by Wall St. Rank hold IUSG as of Q2 2021.

  • Eudaimonia Partners reported no remaining iShares Core S&P US Growth ETF position as of Q2 2021 after selling out during the quarter.
  • Eudaimonia Partners sold 201 iShares Core S&P US Growth ETF shares in Q2 2021, an estimated $19K.
  • Eudaimonia Partners first reported a position in iShares Core S&P US Growth ETF in Q4 2019 and held it in 5 quarters.
  • Eudaimonia Partners's iShares Core S&P US Growth ETF position peaked at $364K in Q4 2019.
  • 459 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2021.

Based on Eudaimonia Partners's 13F filing for Q2 2021, filed 13 Aug 2021.