Squar Milner Financial Services’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Squar Milner Financial Services’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 Q3	–	Sell	-3,360	Closed	-$242K	–	91
2020 Q2	$242K	Hold	3,360	–	–	0.14%	179
2020 Q1	$191K	Hold	3,360	–	–	0.11%	174
2019 Q4	$227K	Hold	3,360	–	–	0.11%	181
2019 Q3	$269K	Hold	3,360	–	–	0.14%	171
2019 Q2	$211K	Hold	3,360	–	–	0.14%	157
2019 Q1	$202K	Hold	3,360	–	–	0.15%	164
2018 Q4	$177K	Hold	3,360	–	–	0.17%	150
2018 Q3	$209K	Hold	3,360	–	–	0.19%	145
2018 Q2	$192K	Buy	+3,360	New	+$190K	0.17%	166

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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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

ECM

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

JMPWA

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

Squar Milner Financial Services's IUSG Position: Q3 2020 in Review

Squar Milner Financial Services sold out of iShares Core S&P US Growth ETF (IUSG) in Q3 2020, closing a stake of 3,360 shares — an estimated $242K sold.

Squar Milner Financial Services first reported a position in IUSG in Q2 2018 and held it in 9 quarters. The position peaked at $269K in Q3 2019. 366 funds tracked by Wall St. Rank hold IUSG as of Q3 2020.

Squar Milner Financial Services reported no remaining iShares Core S&P US Growth ETF position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 3,360 iShares Core S&P US Growth ETF shares in Q3 2020, an estimated $242K.
Squar Milner Financial Services first reported a position in iShares Core S&P US Growth ETF in Q2 2018 and held it in 9 quarters.
Squar Milner Financial Services's iShares Core S&P US Growth ETF position peaked at $269K in Q3 2019.
366 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.