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

Hoover Financial 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
Q2 		$97K Hold
963
– – 0.02% 206
2021
Q1 		$91K Hold
963
– – 0.02% 202
2020
Q4 		$85K Buy
+963
New +$81K 0.02% 190

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
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Hoover Financial Advisors's IUSG Position: Q2 2021 in Review

Hoover Financial Advisors held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2021 at 963 shares worth $97K. The position accounts for 0.02% of the portfolio, ranked #206.

Hoover Financial Advisors first reported a position in IUSG in Q4 2020 and has held it in 3 quarters since. 459 funds tracked by Wall St. Rank hold IUSG as of Q2 2021.

  • Hoover Financial Advisors held 963 shares of iShares Core S&P US Growth ETF worth $97K as of Q2 2021.
  • Hoover Financial Advisors left its iShares Core S&P US Growth ETF share count unchanged in Q2 2021.
  • iShares Core S&P US Growth ETF made up 0.02% of Hoover Financial Advisors's portfolio in Q2 2021, its #206 holding.
  • Hoover Financial Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2020 and has held it in 3 quarters since.
  • 459 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.