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Fiduciary Planning’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Fiduciary Planning’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
-9
Closed -$1K – 166
2021
Q1 		$1K Hold
9
– – ﹤0.01% 248
2020
Q4 		$1K Hold
9
– – ﹤0.01% 220
2020
Q3 		$1K Buy
+9
New +$705 ﹤0.01% 179

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

Fiduciary Planning's IUSG Position: Q2 2021 in Review

Fiduciary Planning sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2021, closing a stake of 9 shares — an estimated $1K sold.

Fiduciary Planning first reported a position in IUSG in Q3 2020 and held it in 3 quarters. The position peaked at $1K in Q1 2021. 459 funds tracked by Wall St. Rank hold IUSG as of Q2 2021.

  • Fiduciary Planning reported no remaining iShares Core S&P US Growth ETF position as of Q2 2021 after selling out during the quarter.
  • Fiduciary Planning sold 9 iShares Core S&P US Growth ETF shares in Q2 2021, an estimated $1K.
  • Fiduciary Planning first reported a position in iShares Core S&P US Growth ETF in Q3 2020 and held it in 3 quarters.
  • Fiduciary Planning's iShares Core S&P US Growth ETF position peaked at $1K in Q1 2021.
  • 459 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.