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Pathstone Family Office’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Pathstone Family Office’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
Q1 		– Sell
-202
Closed -$18K – 995
2020
Q4 		$18K Buy
+202
New +$17K ﹤0.01% 727
2020
Q2 		– Sell
-215
Closed -$12K – 843
2020
Q1 		$12K Buy
+215
New +$14.2K ﹤0.01% 498

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Pathstone Family Office's IUSG Position: Q1 2021 in Review

Pathstone Family Office sold out of iShares Core S&P US Growth ETF (IUSG) in Q1 2021, closing a stake of 202 shares — an estimated $18K sold.

Pathstone Family Office first reported a position in IUSG in Q1 2020 and held it in 2 quarters. The position peaked at $18K in Q4 2020. 432 funds tracked by Wall St. Rank hold IUSG as of Q1 2021.

  • Pathstone Family Office reported no remaining iShares Core S&P US Growth ETF position as of Q1 2021 after selling out during the quarter.
  • Pathstone Family Office sold 202 iShares Core S&P US Growth ETF shares in Q1 2021, an estimated $18K.
  • Pathstone Family Office first reported a position in iShares Core S&P US Growth ETF in Q1 2020 and held it in 2 quarters.
  • Pathstone Family Office's iShares Core S&P US Growth ETF position peaked at $18K in Q4 2020.
  • 432 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2021.

Based on Pathstone Family Office's 13F filing for Q1 2021, filed 14 May 2021.