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

Trillium 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
2021
Q4 		– Sell
-2,281
Closed -$234K – 251
2021
Q3 		$234K Buy
+2,281
New +$241K 0.01% 230

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Jones Financial Companies
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Thrivent Financial for Lutherans
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JMPWA
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Wells Fargo
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Trillium Asset Management's IUSG Position: Q4 2021 in Review

Trillium Asset Management sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2021, closing a stake of 2,281 shares — an estimated $234K sold.

Trillium Asset Management first reported a position in IUSG in Q3 2021 and held it in 1 quarter. The position peaked at $234K in Q3 2021. 555 funds tracked by Wall St. Rank hold IUSG as of Q4 2021.

  • Trillium Asset Management reported no remaining iShares Core S&P US Growth ETF position as of Q4 2021 after selling out during the quarter.
  • Trillium Asset Management sold 2,281 iShares Core S&P US Growth ETF shares in Q4 2021, an estimated $234K.
  • Trillium Asset Management first reported a position in iShares Core S&P US Growth ETF in Q3 2021 and held it in 1 quarter.
  • Trillium Asset Management's iShares Core S&P US Growth ETF position peaked at $234K in Q3 2021.
  • 555 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2021.

Based on Trillium Asset Management's 13F filing for Q4 2021, filed 8 Feb 2022.