Winslow Evans & Crocker’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Winslow Evans & Crocker’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 Q4	$70K	Buy	+784	New	+$66K	0.01%	519
2017 Q3	–	Sell	-80	Closed	-$3.86K	–	1189
2017 Q2	$3.86K	Hold	80	–	–	﹤0.01%	1098
2017 Q1	$3.71K	Hold	80	–	–	﹤0.01%	1073
2016 Q4	$3.43K	Hold	80	–	–	﹤0.01%	1082
2016 Q3	$3.4K	Hold	80	–	–	﹤0.01%	1120
2016 Q2	$3.27K	Hold	80	–	–	﹤0.01%	1107
2016 Q1	$3.24K	Hold	80	–	–	﹤0.01%	1106
2015 Q4	$3.25K	Buy	+80	New	+$3.26K	﹤0.01%	1163

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Winslow Evans & Crocker's IUSG Position: Q4 2020 in Review

Winslow Evans & Crocker opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q4 2020: 784 shares worth $70K. The stake represents 0.01% of the portfolio and ranks #519 among its holdings. This is a return to the name: Winslow Evans & Crocker previously reported a position in IUSG as recently as Q2 2017.

Winslow Evans & Crocker first reported a position in IUSG in Q4 2015 and has held it in 8 quarters since. 423 funds tracked by Wall St. Rank hold IUSG as of Q4 2020.

Winslow Evans & Crocker held 784 shares of iShares Core S&P US Growth ETF worth $70K as of Q4 2020.
iShares Core S&P US Growth ETF was a new Winslow Evans & Crocker position in Q4 2020.
iShares Core S&P US Growth ETF made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #519 holding.
Winslow Evans & Crocker first reported a position in iShares Core S&P US Growth ETF in Q4 2015 and has held it in 8 quarters since.
423 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.