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Watson Rebecca’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Watson Rebecca’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
2020
Q3 		$17.5M Buy
218,470
+14,420
+7% +$1.13M 10.3% 3
2020
Q2 		$14.7M Buy
204,050
+12,551
+7% +$834K 8.78% 3
2020
Q1 		$12M Buy
191,499
+130,252
+213% +$8.57M 8.32% 4
2019
Q4 		$4.14M Buy
+61,247
New +$3.97M 2.51% 10

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Watson Rebecca's IUSG Position: Q3 2020 in Review

Watson Rebecca increased its iShares Core S&P US Growth ETF (IUSG) stake by 7.1% in Q3 2020, buying an estimated $1.13M and bringing the position to 218,470 shares worth $17.5M. The position accounts for 10.3% of the portfolio, ranked #3.

Watson Rebecca first reported a position in IUSG in Q4 2019 and has held it in 4 quarters since. 365 funds tracked by Wall St. Rank hold IUSG as of Q3 2020.

  • Watson Rebecca held 218,470 shares of iShares Core S&P US Growth ETF worth $17.5M as of Q3 2020.
  • Watson Rebecca bought 14,420 iShares Core S&P US Growth ETF shares in Q3 2020, an estimated $1.13M.
  • iShares Core S&P US Growth ETF made up 10.3% of Watson Rebecca's portfolio in Q3 2020, its #3 holding.
  • Watson Rebecca first reported a position in iShares Core S&P US Growth ETF in Q4 2019 and has held it in 4 quarters since.
  • 365 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2020.

Based on Watson Rebecca's 13F filing for Q3 2020, filed 22 Oct 2020.