Rinet Company’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Rinet Company’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 Q3	$391K	Hold	3,822	–	–	0.07%	61
2021 Q2	$386K	Sell	3,822 -588	-13%	-$56.7K	0.07%	58
2021 Q1	$400K	Hold	4,410	–	–	0.08%	54
2020 Q4	$391K	Hold	4,410	–	–	0.11%	25
2020 Q3	$353K	Sell	4,410 -4,070	-48%	-$319K	0.12%	24
2020 Q2	$610K	Buy	8,480 +2,286	+37%	+$152K	0.21%	20
2020 Q1	$354K	Hold	6,194	–	–	0.13%	24
2019 Q4	$419K	Buy	6,194 +1,543	+33%	+$100K	0.11%	22
2019 Q3	$292K	Hold	4,651	–	–	0.09%	24
2019 Q2	$292K	Hold	4,651	–	–	0.09%	23
2019 Q1	$281K	Hold	4,651	–	–	0.09%	23
2018 Q4	$245K	Buy	+4,651	New	+$264K	0.09%	24

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Rinet Company's IUSG Position: Q3 2021 in Review

Rinet Company held its iShares Core S&P US Growth ETF (IUSG) position steady in Q3 2021 at 3,822 shares worth $391K. The position accounts for 0.07% of the portfolio, ranked #61.

Rinet Company first reported a position in IUSG in Q4 2018 and has held it in 12 quarters since. The position peaked at $610K in Q2 2020. 478 funds tracked by Wall St. Rank hold IUSG as of Q3 2021.

Rinet Company held 3,822 shares of iShares Core S&P US Growth ETF worth $391K as of Q3 2021.
Rinet Company left its iShares Core S&P US Growth ETF share count unchanged in Q3 2021.
iShares Core S&P US Growth ETF made up 0.07% of Rinet Company's portfolio in Q3 2021, its #61 holding.
Rinet Company first reported a position in iShares Core S&P US Growth ETF in Q4 2018 and has held it in 12 quarters since.
Rinet Company's iShares Core S&P US Growth ETF position peaked at $610K in Q2 2020.
478 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2021.

Based on Rinet Company's 13F filing for Q3 2021, filed 12 Nov 2021.