MKD Wealth Coaches’s iShares Core S&P US Growth ETF IUSG Stock Holding History

MKD Wealth Coaches’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	-4,667	Closed	-$335K	–	37
2020 Q2	$335K	Sell	4,667 -938	-17%	-$62.3K	0.42%	21
2020 Q1	$320K	Sell	5,605 -121	-2%	-$7.96K	0.43%	30
2019 Q4	$387K	Buy	5,726 +71	+1%	+$4.6K	0.33%	42
2019 Q3	$356K	Buy	5,655 +1,196	+27%	+$75.6K	0.37%	40
2019 Q2	$279K	Sell	4,459 -188	-4%	-$11.6K	0.25%	43
2019 Q1	$280K	Buy	4,647 +260	+6%	+$14.9K	0.28%	41
2018 Q4	$231K	Buy	+4,387	New	+$249K	0.27%	46

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

MKD Wealth Coaches's IUSG Position: Q3 2020 in Review

MKD Wealth Coaches sold out of iShares Core S&P US Growth ETF (IUSG) in Q3 2020, closing a stake of 4,667 shares — an estimated $335K sold.

MKD Wealth Coaches first reported a position in IUSG in Q4 2018 and held it in 7 quarters. The position peaked at $387K in Q4 2019. 365 funds tracked by Wall St. Rank hold IUSG as of Q3 2020.

MKD Wealth Coaches reported no remaining iShares Core S&P US Growth ETF position as of Q3 2020 after selling out during the quarter.
MKD Wealth Coaches sold 4,667 iShares Core S&P US Growth ETF shares in Q3 2020, an estimated $335K.
MKD Wealth Coaches first reported a position in iShares Core S&P US Growth ETF in Q4 2018 and held it in 7 quarters.
MKD Wealth Coaches's iShares Core S&P US Growth ETF position peaked at $387K in Q4 2019.
365 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2020.

Based on MKD Wealth Coaches's 13F filing for Q3 2020, filed 29 Oct 2020.