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

Verity 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 Q3	–	Sell	-2,661	Closed	-$269K	–	214
2021 Q2	$269K	Sell	2,661 -225	-8%	-$21.7K	0.15%	164
2021 Q1	$262K	Buy	+2,886	New	+$260K	0.16%	170
2014 Q1	–	Sell	-5,844	Closed	-$206K	–	72
2013 Q4	$206K	Buy	+5,844	New	+$197K	0.23%	52

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

Verity Asset Management's IUSG Position: Q3 2021 in Review

Verity Asset Management sold out of iShares Core S&P US Growth ETF (IUSG) in Q3 2021, closing a stake of 2,661 shares — an estimated $269K sold.

Verity Asset Management first reported a position in IUSG in Q4 2013 and held it in 3 quarters. The position peaked at $269K in Q2 2021. 477 funds tracked by Wall St. Rank hold IUSG as of Q3 2021.

Verity Asset Management reported no remaining iShares Core S&P US Growth ETF position as of Q3 2021 after selling out during the quarter.
Verity Asset Management sold 2,661 iShares Core S&P US Growth ETF shares in Q3 2021, an estimated $269K.
Verity Asset Management first reported a position in iShares Core S&P US Growth ETF in Q4 2013 and held it in 3 quarters.
Verity Asset Management's iShares Core S&P US Growth ETF position peaked at $269K in Q2 2021.
477 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2021.

Based on Verity Asset Management's 13F filing for Q3 2021, filed 10 Nov 2021.