US Financial Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

US Financial Advisors’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	-6,432	Closed	-$584K	–	102
2021 Q1	$584K	Buy	6,432 +3,802	+145%	+$343K	0.16%	73
2020 Q4	$233K	Buy	+2,630	New	+$221K	0.07%	115
2016 Q2	–	Sell	-426	Closed	-$17K	–	205
2016 Q1	$17K	Sell	426 -696	-62%	-$26.7K	0.03%	173
2015 Q4	$46K	Hold	1,122	–	–	0.04%	149
2015 Q3	$43K	Buy	1,122 +200	+22%	+$8.06K	0.07%	121
2015 Q2	$37K	Hold	922	–	–	0.03%	128
2015 Q1	$37K	Hold	922	–	–	0.03%	136
2014 Q4	$36K	Buy	+922	New	+$35.2K	0.03%	131

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

US Financial Advisors's IUSG Position: Q2 2021 in Review

US Financial Advisors sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2021, closing a stake of 6,432 shares — an estimated $584K sold.

US Financial Advisors first reported a position in IUSG in Q4 2014 and held it in 8 quarters. The position peaked at $584K in Q1 2021. 459 funds tracked by Wall St. Rank hold IUSG as of Q2 2021.

US Financial Advisors reported no remaining iShares Core S&P US Growth ETF position as of Q2 2021 after selling out during the quarter.
US Financial Advisors sold 6,432 iShares Core S&P US Growth ETF shares in Q2 2021, an estimated $584K.
US Financial Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2014 and held it in 8 quarters.
US Financial Advisors's iShares Core S&P US Growth ETF position peaked at $584K in Q1 2021.
459 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2021.

Based on US Financial Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.