Alleghany Corporation’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Alleghany Corporation’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 Q4	–	Sell	-1,512,000	Closed	-$93.9M	–	26
2018 Q3	$93.9M	Hold	1,512,000	–	–	2.25%	12
2018 Q2	$86.5M	Hold	1,512,000	–	–	2.22%	13
2018 Q1	$82.6M	Buy	1,512,000 +52,000	+4%	+$2.92M	2.2%	14
2017 Q4	$78.5M	Buy	+1,460,000	New	+$76.8M	2.33%	13
2017 Q3	–	Sell	-2,871,000	Closed	-$138M	–	28
2017 Q2	$138M	Buy	+2,871,000	New	+$137M	5.13%	9

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Alleghany Corporation's IUSG Position: Q4 2018 in Review

Alleghany Corporation sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2018, closing a stake of 1,512,000 shares — an estimated $93.9M sold.

Alleghany Corporation first reported a position in IUSG in Q2 2017 and held it in 5 quarters. The position peaked at $138M in Q2 2017. 251 funds tracked by Wall St. Rank hold IUSG as of Q4 2018.

Alleghany Corporation reported no remaining iShares Core S&P US Growth ETF position as of Q4 2018 after selling out during the quarter.
Alleghany Corporation sold 1,512,000 iShares Core S&P US Growth ETF shares in Q4 2018, an estimated $93.9M.
Alleghany Corporation first reported a position in iShares Core S&P US Growth ETF in Q2 2017 and held it in 5 quarters.
Alleghany Corporation's iShares Core S&P US Growth ETF position peaked at $138M in Q2 2017.
251 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2018.

Based on Alleghany Corporation's 13F filing for Q4 2018, filed 11 Feb 2019.