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

Halpern Financial’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
Q1 		– Sell
-10
Closed -$706 – 176
2019
Q4 		$706 Buy
+10
New +$648 ﹤0.01% 175

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Halpern Financial's IUSG Position: Q1 2020 in Review

Halpern Financial sold out of iShares Core S&P US Growth ETF (IUSG) in Q1 2020, closing a stake of 10 shares — an estimated $706 sold.

Halpern Financial first reported a position in IUSG in Q4 2019 and held it in 1 quarter. The position peaked at $706 in Q4 2019. 353 funds tracked by Wall St. Rank hold IUSG as of Q1 2020.

  • Halpern Financial reported no remaining iShares Core S&P US Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Halpern Financial sold 10 iShares Core S&P US Growth ETF shares in Q1 2020, an estimated $706.
  • Halpern Financial first reported a position in iShares Core S&P US Growth ETF in Q4 2019 and held it in 1 quarter.
  • Halpern Financial's iShares Core S&P US Growth ETF position peaked at $706 in Q4 2019.
  • 353 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2020.

Based on Halpern Financial's 13F filing for Q1 2020, filed 21 Sep 2023.