Fusion Family Wealth’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Fusion Family Wealth’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	-430	Closed	-$39K	–	67
2021 Q1	$39K	Hold	430	–	–	0.01%	57
2020 Q4	$38K	Hold	430	–	–	0.01%	54
2020 Q3	$34K	Hold	430	–	–	0.01%	57
2020 Q2	$31K	Hold	430	–	–	0.01%	62
2020 Q1	$25K	Hold	430	–	–	0.01%	73
2019 Q4	$29K	Hold	430	–	–	0.01%	77
2019 Q3	$27K	Hold	430	–	–	0.01%	80
2019 Q2	$27K	Hold	430	–	–	0.01%	94
2019 Q1	$26K	Sell	430 -146	-25%	-$8.38K	0.01%	83
2018 Q4	$30K	Hold	576	–	–	0.01%	134
2018 Q3	$36K	Hold	576	–	–	0.01%	134
2018 Q2	$33K	Hold	576	–	–	0.01%	146
2018 Q1	$31K	Sell	576 -380	-40%	-$21.3K	0.01%	142
2017 Q4	$51K	Hold	956	–	–	0.01%	131
2017 Q3	$48K	Sell	956 -1,000	-51%	-$49.6K	0.02%	90
2017 Q2	$94K	Hold	1,956	–	–	0.03%	101
2017 Q1	$91K	Buy	+1,956	New	+$88.5K	0.03%	100

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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Fusion Family Wealth's IUSG Position: Q2 2021 in Review

Fusion Family Wealth sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2021, closing a stake of 430 shares — an estimated $39K sold.

Fusion Family Wealth first reported a position in IUSG in Q1 2017 and held it in 17 quarters. The position peaked at $94K in Q2 2017. 459 funds tracked by Wall St. Rank hold IUSG as of Q2 2021.

Fusion Family Wealth reported no remaining iShares Core S&P US Growth ETF position as of Q2 2021 after selling out during the quarter.
Fusion Family Wealth sold 430 iShares Core S&P US Growth ETF shares in Q2 2021, an estimated $39K.
Fusion Family Wealth first reported a position in iShares Core S&P US Growth ETF in Q1 2017 and held it in 17 quarters.
Fusion Family Wealth's iShares Core S&P US Growth ETF position peaked at $94K in Q2 2017.
459 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2021.

Based on Fusion Family Wealth's 13F filing for Q2 2021, filed 30 Jul 2021.