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Kingfisher Capital’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Kingfisher Capital’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
Q2 		– Sell
-41,591
Closed -$2.37M – 148
2020
Q1 		$2.37M Sell
41,591
-2,236
-5% -$147K 1.22% 19
2019
Q4 		$2.96M Sell
43,827
-1,021
-2% -$66.1K 1.38% 15
2019
Q3 		$2.82M Buy
44,848
+812
+2% +$51.3K 1.68% 12
2019
Q2 		$2.76M Sell
44,036
-237
-0.5% -$14.6K 1.7% 15
2019
Q1 		$2.67M Buy
44,273
+1,167
+3% +$66.9K 1.71% 15
2018
Q4 		$2.27M Sell
43,106
-495
-1% -$28.1K 1.62% 16
2018
Q3 		$2.71M Buy
43,601
+642
+1% +$38.8K 1.45% 16
2018
Q2 		$2.46M Sell
42,959
-2,132
-5% -$121K 1.56% 14
2018
Q1 		$2.46M Sell
45,091
-502
-1% -$28.2K 1.57% 16
2017
Q4 		$2.45M Buy
45,593
+1,443
+3% +$75.9K 1.56% 17
2017
Q3 		$2.23M Buy
44,150
+480
+1% +$23.8K 1.48% 18
2017
Q2 		$2.1M Buy
43,670
+649
+2% +$31K 1.43% 19
2017
Q1 		$2M Buy
43,021
+13,817
+47% +$625K 1.44% 18
2016
Q4 		$1.25M Buy
+29,204
New +$1.24M 0.94% 44

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Kingfisher Capital's IUSG Position: Q2 2020 in Review

Kingfisher Capital sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2020, closing a stake of 41,591 shares — an estimated $2.37M sold.

Kingfisher Capital first reported a position in IUSG in Q4 2016 and held it in 14 quarters. The position peaked at $2.96M in Q4 2019. 367 funds tracked by Wall St. Rank hold IUSG as of Q2 2020.

  • Kingfisher Capital reported no remaining iShares Core S&P US Growth ETF position as of Q2 2020 after selling out during the quarter.
  • Kingfisher Capital sold 41,591 iShares Core S&P US Growth ETF shares in Q2 2020, an estimated $2.37M.
  • Kingfisher Capital first reported a position in iShares Core S&P US Growth ETF in Q4 2016 and held it in 14 quarters.
  • Kingfisher Capital's iShares Core S&P US Growth ETF position peaked at $2.96M in Q4 2019.
  • 367 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2020.

Based on Kingfisher Capital's 13F filing for Q2 2020, filed 11 Aug 2020.