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

Sequoia 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
2019 Q4	–	Sell	-15,596	Closed	-$978K	–	35
2019 Q3	$978K	Buy	15,596 +5,427	+53%	+$343K	2%	12
2019 Q2	$647K	Sell	10,169 -7,250	-42%	-$446K	0.61%	27
2019 Q1	$1.05M	Buy	17,419 +6,228	+56%	+$357K	0.85%	25
2018 Q4	$590K	Sell	11,191 -3,590	-24%	-$204K	0.58%	31
2018 Q3	$917K	Buy	14,781 +3,767	+34%	+$227K	0.79%	30
2018 Q2	$701K	Buy	11,014 +3,376	+44%	+$191K	0.74%	28
2018 Q1	$415K	Buy	7,638 +2,817	+58%	+$158K	0.4%	37
2017 Q4	$270K	Buy	+4,821	New	+$254K	0.24%	46

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

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

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

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

ECM

ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sequoia Wealth Management's IUSG Position: Q4 2019 in Review

Sequoia Wealth Management sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2019, closing a stake of 15,596 shares — an estimated $978K sold.

Sequoia Wealth Management first reported a position in IUSG in Q4 2017 and held it in 8 quarters. The position peaked at $1.05M in Q1 2019. 361 funds tracked by Wall St. Rank hold IUSG as of Q4 2019.

Sequoia Wealth Management reported no remaining iShares Core S&P US Growth ETF position as of Q4 2019 after selling out during the quarter.
Sequoia Wealth Management sold 15,596 iShares Core S&P US Growth ETF shares in Q4 2019, an estimated $978K.
Sequoia Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q4 2017 and held it in 8 quarters.
Sequoia Wealth Management's iShares Core S&P US Growth ETF position peaked at $1.05M in Q1 2019.
361 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2019.

Based on Sequoia Wealth Management's 13F filing for Q4 2019, filed 14 Jan 2020.