RAFFA WEALTH MANAGEMENT, LLC’s iShares Core S&P US Growth ETF IUSG Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	-4,027	Closed	-$361K	–	1109
2021 Q1	$361K	Hold	4,027	–	–	0.13%	43
2020 Q4	$357K	Sell	4,027 -101	-2%	-$8.5K	0.13%	35
2020 Q3	$330K	Buy	4,128 +5	+0.1%	+$392	0.12%	34
2020 Q2	$296K	Sell	4,123 -220	-5%	-$14.6K	0.11%	34
2020 Q1	$248K	Buy	+4,343	New	+$286K	0.09%	36

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

RAFFA WEALTH MANAGEMENT, LLC's IUSG Position: Q2 2021 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2021, closing a stake of 4,027 shares — an estimated $361K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in IUSG in Q1 2020 and held it in 5 quarters. The position peaked at $361K in Q1 2021. 459 funds tracked by Wall St. Rank hold IUSG as of Q2 2021.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining iShares Core S&P US Growth ETF position as of Q2 2021 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 4,027 iShares Core S&P US Growth ETF shares in Q2 2021, an estimated $361K.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in iShares Core S&P US Growth ETF in Q1 2020 and held it in 5 quarters.
RAFFA WEALTH MANAGEMENT, LLC's iShares Core S&P US Growth ETF position peaked at $361K in Q1 2021.
459 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2021.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2021, filed 27 Jul 2026.