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ShoreHaven Wealth Partners’s iShares Core S&P US Growth ETF IUSG Stock Holding History

ShoreHaven Wealth Partners’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
Q2 		– Sell
-639
Closed -$58K – 152
2021
Q1 		$58K Buy
639
+2
+0.3% +$180 0.03% 109
2020
Q4 		$57K Buy
+637
New +$53.6K 0.03% 101

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Thrivent Financial for Lutherans
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

ShoreHaven Wealth Partners's IUSG Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2021, closing a stake of 639 shares — an estimated $58K sold.

ShoreHaven Wealth Partners first reported a position in IUSG in Q4 2020 and held it in 2 quarters. The position peaked at $58K in Q1 2021. 460 funds tracked by Wall St. Rank hold IUSG as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining iShares Core S&P US Growth ETF position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 639 iShares Core S&P US Growth ETF shares in Q2 2021, an estimated $58K.
  • ShoreHaven Wealth Partners first reported a position in iShares Core S&P US Growth ETF in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's iShares Core S&P US Growth ETF position peaked at $58K in Q1 2021.
  • 460 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.