Ballew Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Ballew Advisors’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	-470	Closed	-$26K	–	274
2018 Q3	$26K	Sell	470 -44	-9%	-$2.66K	0.02%	216
2018 Q2	$29K	Buy	514 +68	+15%	+$3.84K	0.03%	209
2018 Q1	$24K	Buy	+446	New	+$25K	0.02%	223

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

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

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

Ballew Advisors's IUSG Position: Q4 2018 in Review

Ballew Advisors sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2018, closing a stake of 470 shares — an estimated $26K sold.

Ballew Advisors first reported a position in IUSG in Q1 2018 and held it in 3 quarters. The position peaked at $29K in Q2 2018. 251 funds tracked by Wall St. Rank hold IUSG as of Q4 2018.

Ballew Advisors reported no remaining iShares Core S&P US Growth ETF position as of Q4 2018 after selling out during the quarter.
Ballew Advisors sold 470 iShares Core S&P US Growth ETF shares in Q4 2018, an estimated $26K.
Ballew Advisors first reported a position in iShares Core S&P US Growth ETF in Q1 2018 and held it in 3 quarters.
Ballew Advisors's iShares Core S&P US Growth ETF position peaked at $29K in Q2 2018.
251 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2018.

Based on Ballew Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.