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Advisor Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Advisor Group’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
2019
Q4 		$14.1M Sell
208,261
-31,764
-13% -$2.06M 0.1% 188
2019
Q3 		$15.1M Sell
240,025
-1,840
-0.8% -$116K 0.11% 168
2019
Q2 		$15.2M Buy
241,865
+19,466
+9% +$1.2M 0.12% 157
2019
Q1 		$13.4M Buy
222,399
+7,889
+4% +$453K 0.11% 167
2018
Q4 		$11.3M Sell
214,510
-395,144
-65% -$22.4M 0.11% 162
2018
Q3 		$37.9M Buy
609,654
+43,456
+8% +$2.62M 0.38% 45
2018
Q2 		$32.4M Buy
566,198
+324,773
+135% +$18.4M 0.45% 40
2018
Q1 		$13.2M Sell
241,425
-49,252
-17% -$2.76M 0.18% 105
2017
Q4 		$15.6M Buy
290,677
+4,928
+2% +$259K 0.21% 92
2017
Q3 		$14.4M Buy
285,749
+14,005
+5% +$694K 0.23% 86
2017
Q2 		$13.1M Buy
271,744
+40,569
+18% +$1.94M 0.23% 93
2017
Q1 		$10.7M Sell
231,175
-11,336
-5% -$513K 0.22% 97
2016
Q4 		$10.4M Buy
242,511
+11,107
+5% +$471K 0.24% 91
2016
Q3 		$9.85M Buy
231,404
+22,068
+11% +$936K 0.24% 94
2016
Q2 		$8.55M Buy
+209,336
New +$8.5M 0.22% 101

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Advisor Group's IUSG Position: Q4 2019 in Review

Advisor Group reduced its iShares Core S&P US Growth ETF (IUSG) stake by 13% in Q4 2019, selling an estimated $2.06M and leaving 208,261 shares worth $14.1M. The position accounts for 0.1% of the portfolio, ranked #188.

Advisor Group first reported a position in IUSG in Q2 2016 and has held it in 15 quarters since. The position peaked at $37.9M in Q3 2018. 361 funds tracked by Wall St. Rank hold IUSG as of Q4 2019.

  • Advisor Group held 208,261 shares of iShares Core S&P US Growth ETF worth $14.1M as of Q4 2019.
  • Advisor Group sold 31,764 iShares Core S&P US Growth ETF shares in Q4 2019, an estimated $2.06M.
  • iShares Core S&P US Growth ETF made up 0.1% of Advisor Group's portfolio in Q4 2019, its #188 holding.
  • Advisor Group first reported a position in iShares Core S&P US Growth ETF in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's iShares Core S&P US Growth ETF position peaked at $37.9M in Q3 2018.
  • 361 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.