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Punch & Associates Investment Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Punch & Associates Investment 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
2021
Q1 		– Sell
-390
Closed -$35K – 243
2020
Q4 		$35K Buy
+390
New +$32.8K ﹤0.01% 228

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Punch & Associates Investment Management's IUSG Position: Q1 2021 in Review

Punch & Associates Investment Management sold out of iShares Core S&P US Growth ETF (IUSG) in Q1 2021, closing a stake of 390 shares — an estimated $35K sold.

Punch & Associates Investment Management first reported a position in IUSG in Q4 2020 and held it in 1 quarter. The position peaked at $35K in Q4 2020. 433 funds tracked by Wall St. Rank hold IUSG as of Q1 2021.

  • Punch & Associates Investment Management reported no remaining iShares Core S&P US Growth ETF position as of Q1 2021 after selling out during the quarter.
  • Punch & Associates Investment Management sold 390 iShares Core S&P US Growth ETF shares in Q1 2021, an estimated $35K.
  • Punch & Associates Investment Management first reported a position in iShares Core S&P US Growth ETF in Q4 2020 and held it in 1 quarter.
  • Punch & Associates Investment Management's iShares Core S&P US Growth ETF position peaked at $35K in Q4 2020.
  • 433 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2021.

Based on Punch & Associates Investment Management's 13F filing for Q1 2021, filed 18 May 2021.