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

Independence 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
2020 Q3	$31K	Hold	382	–	–	0.01%	135
2020 Q2	$27K	Hold	382	–	–	0.01%	133
2020 Q1	$22K	Hold	382	–	–	0.01%	125
2019 Q4	$26K	Buy	+382	New	+$24.7K	0.01%	133

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

ECM

ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Independence Advisors's IUSG Position: Q3 2020 in Review

Independence Advisors held its iShares Core S&P US Growth ETF (IUSG) position steady in Q3 2020 at 382 shares worth $31K. The position accounts for 0.01% of the portfolio, ranked #135.

Independence Advisors first reported a position in IUSG in Q4 2019 and has held it in 4 quarters since. 365 funds tracked by Wall St. Rank hold IUSG as of Q3 2020.

Independence Advisors held 382 shares of iShares Core S&P US Growth ETF worth $31K as of Q3 2020.
Independence Advisors left its iShares Core S&P US Growth ETF share count unchanged in Q3 2020.
iShares Core S&P US Growth ETF made up 0.01% of Independence Advisors's portfolio in Q3 2020, its #135 holding.
Independence Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2019 and has held it in 4 quarters since.
365 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.