FineMark National Bank & Trust’s iShares Core S&P US Growth ETF IUSG Stock Holding History

FineMark National Bank & Trust’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
2022 Q2	–	Sell	-1,900	Closed	-$201K	–	434
2022 Q1	$201K	Hold	1,900	–	–	0.01%	431
2021 Q4	$220K	Buy	+1,900	New	+$212K	0.01%	426
2013 Q3	–	Sell	-92	Closed	-$3K	–	1569
2013 Q2	$3K	Buy	+92	New	+$2.75K	﹤0.01%	1194

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

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

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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

JMPWA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FineMark National Bank & Trust's IUSG Position: Q2 2022 in Review

FineMark National Bank & Trust sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2022, closing a stake of 1,900 shares — an estimated $201K sold.

FineMark National Bank & Trust first reported a position in IUSG in Q2 2013 and held it in 3 quarters. The position peaked at $220K in Q4 2021. 501 funds tracked by Wall St. Rank hold IUSG as of Q2 2022.

FineMark National Bank & Trust reported no remaining iShares Core S&P US Growth ETF position as of Q2 2022 after selling out during the quarter.
FineMark National Bank & Trust sold 1,900 iShares Core S&P US Growth ETF shares in Q2 2022, an estimated $201K.
FineMark National Bank & Trust first reported a position in iShares Core S&P US Growth ETF in Q2 2013 and held it in 3 quarters.
FineMark National Bank & Trust's iShares Core S&P US Growth ETF position peaked at $220K in Q4 2021.
501 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2022.

Based on FineMark National Bank & Trust's 13F filing for Q2 2022, filed 9 Aug 2022.