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Private Wealth Advisors (Pennsylvania)’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Private Wealth Advisors (Pennsylvania)’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 		$3.41M Sell
38,487
-4,198
-10% -$353K 1.94% 13
2020
Q3 		$3.41M Buy
42,685
+3,628
+9% +$284K 2.18% 12
2020
Q2 		$2.81M Buy
39,057
+3,305
+9% +$220K 1.92% 15
2020
Q1 		$2.28M Buy
35,752
+3,165
+10% +$208K 1.73% 16
2019
Q4 		$2.28M Buy
32,587
+38
+0.1% +$2.46K 1.22% 24
2019
Q3 		$2.05M Sell
32,549
-276
-0.8% -$17.5K 1.04% 30
2019
Q2 		$2.06M Buy
32,825
+2,520
+8% +$155K 0.73% 43
2019
Q1 		$1.83M Buy
30,305
+2,160
+8% +$124K 0.68% 44
2018
Q4 		$1.48M Buy
28,145
+3,440
+14% +$195K 0.64% 44
2018
Q3 		$1.53M Buy
24,705
+6,050
+32% +$365K 0.57% 51
2018
Q2 		$1.07M Buy
18,655
+895
+5% +$50.6K 0.43% 63
2018
Q1 		$970K Buy
17,760
+1,615
+10% +$90.6K 0.39% 69
2017
Q4 		$868K Buy
16,145
+5,880
+57% +$309K 0.34% 77
2017
Q3 		$518K Buy
10,265
+3,839
+60% +$190K 0.21% 92
2017
Q2 		$310K Buy
+6,426
New +$307K 0.13% 107

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

Private Wealth Advisors (Pennsylvania)'s IUSG Position: Q4 2020 in Review

Private Wealth Advisors (Pennsylvania) reduced its iShares Core S&P US Growth ETF (IUSG) stake by 9.8% in Q4 2020, selling an estimated $353K and leaving 38,487 shares worth $3.41M. The position accounts for 1.94% of the portfolio, ranked #13.

Private Wealth Advisors (Pennsylvania) first reported a position in IUSG in Q2 2017 and has held it in 15 quarters since. The position peaked at $3.41M in Q3 2020. 423 funds tracked by Wall St. Rank hold IUSG as of Q4 2020.

  • Private Wealth Advisors (Pennsylvania) held 38,487 shares of iShares Core S&P US Growth ETF worth $3.41M as of Q4 2020.
  • Private Wealth Advisors (Pennsylvania) sold 4,198 iShares Core S&P US Growth ETF shares in Q4 2020, an estimated $353K.
  • iShares Core S&P US Growth ETF made up 1.94% of Private Wealth Advisors (Pennsylvania)'s portfolio in Q4 2020, its #13 holding.
  • Private Wealth Advisors (Pennsylvania) first reported a position in iShares Core S&P US Growth ETF in Q2 2017 and has held it in 15 quarters since.
  • Private Wealth Advisors (Pennsylvania)'s iShares Core S&P US Growth ETF position peaked at $3.41M in Q3 2020.
  • 423 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2020, filed 9 Feb 2021.