Advocacy Wealth Management Services’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Advocacy Wealth Management Services’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
2018 Q2	–	Sell	-37	Closed	-$2K	–	189
2018 Q1	$2K	Hold	37	–	–	﹤0.01%	194
2017 Q4	$2K	Buy	+37	New	+$1.95K	﹤0.01%	207

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Alleghany Corporation New York $2.21B AUM 10.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Advocacy Wealth Management Services's IUSG Position: Q2 2018 in Review

Advocacy Wealth Management Services sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2018, closing a stake of 37 shares — an estimated $2K sold.

Advocacy Wealth Management Services first reported a position in IUSG in Q4 2017 and held it in 2 quarters. The position peaked at $2K in Q1 2018. 216 funds tracked by Wall St. Rank hold IUSG as of Q2 2018.

Advocacy Wealth Management Services reported no remaining iShares Core S&P US Growth ETF position as of Q2 2018 after selling out during the quarter.
Advocacy Wealth Management Services sold 37 iShares Core S&P US Growth ETF shares in Q2 2018, an estimated $2K.
Advocacy Wealth Management Services first reported a position in iShares Core S&P US Growth ETF in Q4 2017 and held it in 2 quarters.
Advocacy Wealth Management Services's iShares Core S&P US Growth ETF position peaked at $2K in Q1 2018.
216 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2018.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2018, filed 9 Jul 2018.