Riggs Asset Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Riggs Asset 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	-71,711	Closed	-$6.98M	–	285
2020 Q3	$6.98M	Buy	71,711 +71,638	+98,134%	+$5.61M	2.94%	10
2020 Q2	$5K	Hold	73	–	–	﹤0.01%	201
2020 Q1	$4K	Hold	73	–	–	﹤0.01%	207
2019 Q4	$5K	Hold	73	–	–	﹤0.01%	233
2019 Q3	$4K	Hold	73	–	–	﹤0.01%	207
2019 Q2	$5K	Hold	73	–	–	﹤0.01%	204
2019 Q1	$4K	Hold	73	–	–	﹤0.01%	203
2018 Q4	$4K	Hold	73	–	–	﹤0.01%	189
2018 Q3	$4K	Buy	+73	New	+$4.41K	﹤0.01%	201

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Riggs Asset Management's IUSG Position: Q4 2020 in Review

Riggs Asset Management sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2020, closing a stake of 71,711 shares — an estimated $6.98M sold.

Riggs Asset Management first reported a position in IUSG in Q3 2018 and held it in 9 quarters. The position peaked at $6.98M in Q3 2020. 423 funds tracked by Wall St. Rank hold IUSG as of Q4 2020.

Riggs Asset Management reported no remaining iShares Core S&P US Growth ETF position as of Q4 2020 after selling out during the quarter.
Riggs Asset Management sold 71,711 iShares Core S&P US Growth ETF shares in Q4 2020, an estimated $6.98M.
Riggs Asset Management first reported a position in iShares Core S&P US Growth ETF in Q3 2018 and held it in 9 quarters.
Riggs Asset Management's iShares Core S&P US Growth ETF position peaked at $6.98M in Q3 2020.
423 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2020.

Based on Riggs Asset Management's 13F filing for Q4 2020, filed 29 Jan 2021.