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Intelligence Driven Advisers’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Intelligence Driven Advisers’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 		– Sell
-3,259
Closed -$234K – 92
2020
Q2 		$234K Buy
+3,259
New +$217K 0.08% 79

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 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

Intelligence Driven Advisers's IUSG Position: Q3 2020 in Review

Intelligence Driven Advisers sold out of iShares Core S&P US Growth ETF (IUSG) in Q3 2020, closing a stake of 3,259 shares — an estimated $234K sold.

Intelligence Driven Advisers first reported a position in IUSG in Q2 2020 and held it in 1 quarter. The position peaked at $234K in Q2 2020. 366 funds tracked by Wall St. Rank hold IUSG as of Q3 2020.

  • Intelligence Driven Advisers reported no remaining iShares Core S&P US Growth ETF position as of Q3 2020 after selling out during the quarter.
  • Intelligence Driven Advisers sold 3,259 iShares Core S&P US Growth ETF shares in Q3 2020, an estimated $234K.
  • Intelligence Driven Advisers first reported a position in iShares Core S&P US Growth ETF in Q2 2020 and held it in 1 quarter.
  • Intelligence Driven Advisers's iShares Core S&P US Growth ETF position peaked at $234K in Q2 2020.
  • 366 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2020.

Based on Intelligence Driven Advisers's 13F filing for Q3 2020, filed 9 Oct 2020.