HBW Advisory Services’s iShares Core S&P US Growth ETF IUSG Stock Holding History

HBW Advisory Services’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 Q3	–	Sell	-2,750	Closed	-$278K	–	258
2021 Q2	$278K	Buy	+2,750	New	+$265K	0.07%	199

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 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 $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

HBW Advisory Services's IUSG Position: Q3 2021 in Review

HBW Advisory Services sold out of iShares Core S&P US Growth ETF (IUSG) in Q3 2021, closing a stake of 2,750 shares — an estimated $278K sold.

HBW Advisory Services first reported a position in IUSG in Q2 2021 and held it in 1 quarter. The position peaked at $278K in Q2 2021. 478 funds tracked by Wall St. Rank hold IUSG as of Q3 2021.

HBW Advisory Services reported no remaining iShares Core S&P US Growth ETF position as of Q3 2021 after selling out during the quarter.
HBW Advisory Services sold 2,750 iShares Core S&P US Growth ETF shares in Q3 2021, an estimated $278K.
HBW Advisory Services first reported a position in iShares Core S&P US Growth ETF in Q2 2021 and held it in 1 quarter.
HBW Advisory Services's iShares Core S&P US Growth ETF position peaked at $278K in Q2 2021.
478 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2021.

Based on HBW Advisory Services's 13F filing for Q3 2021, filed 8 Oct 2021.