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HCR Wealth Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

HCR Wealth 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
2021
Q1 		– Sell
-115
Closed -$10K – 213
2020
Q4 		$10K Hold
115
– – ﹤0.01% 249
2020
Q3 		$9K Hold
115
– – ﹤0.01% 225
2020
Q2 		$8K Hold
115
– – ﹤0.01% 228
2020
Q1 		$7K Hold
115
– – ﹤0.01% 217
2019
Q4 		$8K Buy
+115
New +$7.45K ﹤0.01% 216

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
BL
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HCR Wealth Advisors's IUSG Position: Q1 2021 in Review

HCR Wealth Advisors sold out of iShares Core S&P US Growth ETF (IUSG) in Q1 2021, closing a stake of 115 shares — an estimated $10K sold.

HCR Wealth Advisors first reported a position in IUSG in Q4 2019 and held it in 5 quarters. The position peaked at $10K in Q4 2020. 432 funds tracked by Wall St. Rank hold IUSG as of Q1 2021.

  • HCR Wealth Advisors reported no remaining iShares Core S&P US Growth ETF position as of Q1 2021 after selling out during the quarter.
  • HCR Wealth Advisors sold 115 iShares Core S&P US Growth ETF shares in Q1 2021, an estimated $10K.
  • HCR Wealth Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2019 and held it in 5 quarters.
  • HCR Wealth Advisors's iShares Core S&P US Growth ETF position peaked at $10K in Q4 2020.
  • 432 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2021.

Based on HCR Wealth Advisors's 13F filing for Q1 2021, filed 13 May 2021.