tru Independence’s iShares Core S&P US Growth ETF IUSG Stock Holding History

tru Independence’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	–	Sell	-1,291	Closed	-$130K	–	272
2021 Q2	$130K	Sell	1,291 -24,569	-95%	-$2.37M	0.04%	110
2021 Q1	$2.35M	Buy	+25,860	New	+$2.33M	0.44%	72
2020 Q4	–	Sell	-12,958	Closed	-$1.04M	–	791
2020 Q3	$1.04M	Sell	12,958 -422,049	-97%	-$33.1M	0.29%	74
2020 Q2	$50	Buy	+435,007	New	+$28.9M	0.01%	377
2020 Q1	–	Sell	-1,536	Closed	-$88K	–	811
2019 Q4	$88K	Buy	+1,536	New	+$99.5K	0.01%	316

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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 $666B AUM 30.12% 1-Year Est. Return

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

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

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

tru Independence's IUSG Position: Q3 2021 in Review

tru Independence sold out of iShares Core S&P US Growth ETF (IUSG) in Q3 2021, closing a stake of 1,291 shares — an estimated $130K sold.

tru Independence first reported a position in IUSG in Q4 2019 and held it in 5 quarters. The position peaked at $2.35M in Q1 2021. 477 funds tracked by Wall St. Rank hold IUSG as of Q3 2021.

tru Independence reported no remaining iShares Core S&P US Growth ETF position as of Q3 2021 after selling out during the quarter.
tru Independence sold 1,291 iShares Core S&P US Growth ETF shares in Q3 2021, an estimated $130K.
tru Independence first reported a position in iShares Core S&P US Growth ETF in Q4 2019 and held it in 5 quarters.
tru Independence's iShares Core S&P US Growth ETF position peaked at $2.35M in Q1 2021.
477 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2021.

Based on tru Independence's 13F filing for Q3 2021, filed 12 Nov 2021.