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Pacific Capital Wealth Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Pacific Capital Wealth Advisors’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
Q4 		– Sell
-8
Closed -$1K – 121
2020
Q3 		$1K Buy
+8
New +$627 ﹤0.01% 205

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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Pacific Capital Wealth Advisors's IUSG Position: Q4 2020 in Review

Pacific Capital Wealth Advisors sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2020, closing a stake of 8 shares — an estimated $1K sold.

Pacific Capital Wealth Advisors first reported a position in IUSG in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 423 funds tracked by Wall St. Rank hold IUSG as of Q4 2020.

  • Pacific Capital Wealth Advisors reported no remaining iShares Core S&P US Growth ETF position as of Q4 2020 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 8 iShares Core S&P US Growth ETF shares in Q4 2020, an estimated $1K.
  • Pacific Capital Wealth Advisors first reported a position in iShares Core S&P US Growth ETF in Q3 2020 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's iShares Core S&P US Growth ETF position peaked at $1K in Q3 2020.
  • 423 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2020.

Based on Pacific Capital Wealth Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.