American Economic Planning Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History

American Economic Planning 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
2018 Q2	–	Sell	-4,942	Closed	-$278K	–	79
2018 Q1	$278K	Hold	4,942	–	–	0.1%	68
2017 Q4	$258K	Hold	4,942	–	–	0.1%	69
2017 Q3	$247K	Hold	4,942	–	–	0.09%	64
2017 Q2	$238K	Hold	4,942	–	–	0.09%	67
2017 Q1	$210K	Hold	4,942	–	–	0.08%	72
2016 Q4	$209K	Buy	4,942 +2,471	+100%	+$105K	0.09%	58
2016 Q3	$202K	Sell	2,471 -2,471	-50%	-$105K	0.08%	59
2016 Q2	$203K	Buy	+4,942	New	+$201K	0.08%	57
2016 Q1	–	Sell	-8,180	Closed	-$332K	–	63
2015 Q4	$332K	Hold	8,180	–	–	0.13%	35
2015 Q3	$384K	Sell	8,180 -4,730	-37%	-$191K	0.17%	23
2015 Q2	$525K	Hold	12,910	–	–	0.22%	24
2015 Q1	$525K	Hold	12,910	–	–	0.2%	24
2014 Q4	$506K	Sell	12,910 -428	-3%	-$16.3K	0.19%	25
2014 Q3	$498K	Hold	13,338	–	–	0.2%	23
2014 Q2	$496K	Buy	13,338 +5,158	+63%	+$185K	0.18%	23
2014 Q1	$291K	Hold	8,180	–	–	0.11%	23
2013 Q4	$289K	Hold	8,180	–	–	0.1%	25
2013 Q3	$263K	Sell	8,180 -3,240	-28%	-$102K	0.11%	23
2013 Q2	$340K	Buy	+11,420	New	+$342K	0.13%	20

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

American Economic Planning Group's IUSG Position: Q2 2018 in Review

American Economic Planning Group sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2018, closing a stake of 4,942 shares — an estimated $278K sold.

American Economic Planning Group first reported a position in IUSG in Q2 2013 and held it in 19 quarters. The position peaked at $525K in Q2 2015. 216 funds tracked by Wall St. Rank hold IUSG as of Q2 2018.

American Economic Planning Group reported no remaining iShares Core S&P US Growth ETF position as of Q2 2018 after selling out during the quarter.
American Economic Planning Group sold 4,942 iShares Core S&P US Growth ETF shares in Q2 2018, an estimated $278K.
American Economic Planning Group first reported a position in iShares Core S&P US Growth ETF in Q2 2013 and held it in 19 quarters.
American Economic Planning Group's iShares Core S&P US Growth ETF position peaked at $525K in Q2 2015.
216 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2018.

Based on American Economic Planning Group's 13F filing for Q2 2018, filed 14 Aug 2018.