Fortis Group Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Fortis Group Advisors’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	$239K	Buy	+3,000	New	+$235K	0.05%	171

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

Fortis Group Advisors's IUSG Position: Q3 2020 in Review

Fortis Group Advisors opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q3 2020: 3,000 shares worth $239K. The stake represents 0.05% of the portfolio and ranks #171 among its holdings.

365 funds tracked by Wall St. Rank hold IUSG as of Q3 2020.

Fortis Group Advisors held 3,000 shares of iShares Core S&P US Growth ETF worth $239K as of Q3 2020.
iShares Core S&P US Growth ETF was a new Fortis Group Advisors position in Q3 2020.
iShares Core S&P US Growth ETF made up 0.05% of Fortis Group Advisors's portfolio in Q3 2020, its #171 holding.
365 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2020.

Based on Fortis Group Advisors's 13F filing for Q3 2020, filed 17 Nov 2020.