Mid Atlantic Financial Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Mid Atlantic Financial Management’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 Q3	$745K	Buy	7,274 +321	+5%	+$33.9K	0.05%	343
2021 Q2	$702K	Buy	6,953 +529	+8%	+$51K	0.05%	360
2021 Q1	$583K	Buy	6,424 +532	+9%	+$47.9K	0.04%	384
2020 Q4	$523K	Sell	5,892 -24	-0.4%	-$2.02K	0.04%	382
2020 Q3	$497K	Sell	5,916 -51	-0.9%	-$4K	0.04%	359
2020 Q2	$429K	Buy	+5,967	New	+$396K	0.04%	380

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Mid Atlantic Financial Management's IUSG Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its iShares Core S&P US Growth ETF (IUSG) stake by 4.6% in Q3 2021, buying an estimated $33.9K and bringing the position to 7,274 shares worth $745K. The position accounts for 0.05% of the portfolio, ranked #343.

Mid Atlantic Financial Management first reported a position in IUSG in Q2 2020 and has held it in 6 quarters since. 477 funds tracked by Wall St. Rank hold IUSG as of Q3 2021.

Mid Atlantic Financial Management held 7,274 shares of iShares Core S&P US Growth ETF worth $745K as of Q3 2021.
Mid Atlantic Financial Management bought 321 iShares Core S&P US Growth ETF shares in Q3 2021, an estimated $33.9K.
iShares Core S&P US Growth ETF made up 0.05% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #343 holding.
Mid Atlantic Financial Management first reported a position in iShares Core S&P US Growth ETF in Q2 2020 and has held it in 6 quarters since.
477 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.