Nachman Norwood & Parrott’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Nachman Norwood & Parrott’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 Q2	$218K	Buy	+2,154	New	+$208K	0.02%	270
2020 Q4	–	Sell	-2,154	Closed	-$172K	–	643
2020 Q3	$172K	Buy	+2,154	New	+$169K	0.02%	269
2020 Q2	–	Sell	-4,309	Closed	-$246K	–	239
2020 Q1	$246K	Buy	+4,309	New	+$284K	0.05%	192

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 $374B AUM 17.66% 1-Year Est. Return

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

Nachman Norwood & Parrott's IUSG Position: Q2 2021 in Review

Nachman Norwood & Parrott opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q2 2021: 2,154 shares worth $218K. The stake represents 0.02% of the portfolio and ranks #270 among its holdings. This is a return to the name: Nachman Norwood & Parrott previously reported a position in IUSG as recently as Q3 2020.

Nachman Norwood & Parrott first reported a position in IUSG in Q1 2020 and has held it in 3 quarters since. The position peaked at $246K in Q1 2020. 459 funds tracked by Wall St. Rank hold IUSG as of Q2 2021.

Nachman Norwood & Parrott held 2,154 shares of iShares Core S&P US Growth ETF worth $218K as of Q2 2021.
iShares Core S&P US Growth ETF was a new Nachman Norwood & Parrott position in Q2 2021.
iShares Core S&P US Growth ETF made up 0.02% of Nachman Norwood & Parrott's portfolio in Q2 2021, its #270 holding.
Nachman Norwood & Parrott first reported a position in iShares Core S&P US Growth ETF in Q1 2020 and has held it in 3 quarters since.
Nachman Norwood & Parrott's iShares Core S&P US Growth ETF position peaked at $246K in Q1 2020.
459 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2021.

Based on Nachman Norwood & Parrott's 13F filing for Q2 2021, filed 13 Aug 2021.