Financial Enhancement Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Financial Enhancement Group’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	-317	Closed	-$23K	–	272
2020 Q2	$23K	Sell	317 -215	-40%	-$14.3K	0.01%	155
2020 Q1	$30K	Hold	532	–	–	0.01%	148
2019 Q4	$36K	Hold	532	–	–	0.01%	135
2019 Q3	$33K	Hold	532	–	–	0.01%	142
2019 Q2	$33K	Hold	532	–	–	0.01%	137
2019 Q1	$32K	Hold	532	–	–	0.01%	152
2018 Q4	$33K	Hold	532	–	–	0.01%	135
2018 Q3	$33K	Hold	532	–	–	0.01%	135
2018 Q2	$30K	Hold	532	–	–	0.01%	136
2018 Q1	$29K	Buy	+532	New	+$29.8K	0.01%	140

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

Financial Enhancement Group's IUSG Position: Q3 2020 in Review

Financial Enhancement Group sold out of iShares Core S&P US Growth ETF (IUSG) in Q3 2020, closing a stake of 317 shares — an estimated $23K sold.

Financial Enhancement Group first reported a position in IUSG in Q1 2018 and held it in 10 quarters. The position peaked at $36K in Q4 2019. 365 funds tracked by Wall St. Rank hold IUSG as of Q3 2020.

Financial Enhancement Group reported no remaining iShares Core S&P US Growth ETF position as of Q3 2020 after selling out during the quarter.
Financial Enhancement Group sold 317 iShares Core S&P US Growth ETF shares in Q3 2020, an estimated $23K.
Financial Enhancement Group first reported a position in iShares Core S&P US Growth ETF in Q1 2018 and held it in 10 quarters.
Financial Enhancement Group's iShares Core S&P US Growth ETF position peaked at $36K in Q4 2019.
365 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2020.

Based on Financial Enhancement Group's 13F filing for Q3 2020, filed 18 Nov 2020.