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Provident Wealth Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Provident Wealth Management’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
-350
Closed -$28K – 161
2020
Q3 		$28K Hold
350
– – 0.03% 118
2020
Q2 		$25K Buy
+350
New +$23.3K 0.03% 56

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

Provident Wealth Management's IUSG Position: Q4 2020 in Review

Provident Wealth Management sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2020, closing a stake of 350 shares — an estimated $28K sold.

Provident Wealth Management first reported a position in IUSG in Q2 2020 and held it in 2 quarters. The position peaked at $28K in Q3 2020. 423 funds tracked by Wall St. Rank hold IUSG as of Q4 2020.

  • Provident Wealth Management reported no remaining iShares Core S&P US Growth ETF position as of Q4 2020 after selling out during the quarter.
  • Provident Wealth Management sold 350 iShares Core S&P US Growth ETF shares in Q4 2020, an estimated $28K.
  • Provident Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q2 2020 and held it in 2 quarters.
  • Provident Wealth Management's iShares Core S&P US Growth ETF position peaked at $28K in Q3 2020.
  • 423 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2020.

Based on Provident Wealth Management's 13F filing for Q4 2020, filed 20 Jan 2021.