McKinley Carter Wealth Services’s iShares Core S&P US Growth ETF IUSG Stock Holding History

McKinley Carter Wealth Services’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	-15,861	Closed	-$1.14M	–	142
2020 Q2	$1.14M	Buy	15,861 +287	+2%	+$19.1K	0.28%	64
2020 Q1	$889K	Buy	15,574 +1,992	+15%	+$131K	0.27%	71
2019 Q4	$919K	Buy	13,582 +2,055	+18%	+$133K	0.21%	83
2019 Q3	$725K	Buy	+11,527	New	+$729K	0.19%	93

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

McKinley Carter Wealth Services's IUSG Position: Q3 2020 in Review

McKinley Carter Wealth Services sold out of iShares Core S&P US Growth ETF (IUSG) in Q3 2020, closing a stake of 15,861 shares — an estimated $1.14M sold.

McKinley Carter Wealth Services first reported a position in IUSG in Q3 2019 and held it in 4 quarters. The position peaked at $1.14M in Q2 2020. 365 funds tracked by Wall St. Rank hold IUSG as of Q3 2020.

McKinley Carter Wealth Services reported no remaining iShares Core S&P US Growth ETF position as of Q3 2020 after selling out during the quarter.
McKinley Carter Wealth Services sold 15,861 iShares Core S&P US Growth ETF shares in Q3 2020, an estimated $1.14M.
McKinley Carter Wealth Services first reported a position in iShares Core S&P US Growth ETF in Q3 2019 and held it in 4 quarters.
McKinley Carter Wealth Services's iShares Core S&P US Growth ETF position peaked at $1.14M in Q2 2020.
365 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2020.

Based on McKinley Carter Wealth Services's 13F filing for Q3 2020, filed 14 Oct 2020.