BB&T Securities’s iShares Core S&P US Growth ETF IUSG Stock Holding History

BB&T Securities’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 Q3	$2.74M	Buy	43,533 +5,425	+14%	+$343K	0.03%	497
2019 Q2	$2.39M	Buy	38,108 +2,069	+6%	+$127K	0.02%	542
2019 Q1	$2.17M	Sell	36,039 -29,476	-45%	-$1.69M	0.02%	552
2018 Q4	$3.45M	Buy	65,515 +37,501	+134%	+$2.13M	0.04%	428
2018 Q3	$1.74M	Buy	28,014 +2,263	+9%	+$137K	0.02%	648
2018 Q2	$1.47M	Buy	25,751 +4,276	+20%	+$242K	0.02%	690
2018 Q1	$1.17M	Buy	21,475 +358	+2%	+$20.1K	0.01%	726
2017 Q4	$1.14M	Buy	21,117 +2,369	+13%	+$125K	0.01%	709
2017 Q3	$946K	Buy	18,748 +868	+5%	+$43K	0.01%	767
2017 Q2	$861K	Buy	17,880 +1,351	+8%	+$64.5K	0.01%	785
2017 Q1	$766K	Buy	16,529 +1,323	+9%	+$59.9K	0.01%	754
2016 Q4	$647K	Hold	15,206	–	–	0.01%	749
2016 Q3	$647K	Buy	15,206 +156	+1%	+$6.62K	0.01%	749
2016 Q2	$614K	Hold	15,050	–	–	0.01%	741
2016 Q1	$610K	Buy	15,050 +524	+4%	+$20.1K	0.01%	718
2015 Q4	$589K	Buy	14,526 +2,068	+17%	+$84.2K	0.01%	676
2015 Q3	$473K	Buy	+12,458	New	+$502K	0.01%	722

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

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

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

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

ECM

ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BB&T Securities's IUSG Position: Q3 2019 in Review

BB&T Securities increased its iShares Core S&P US Growth ETF (IUSG) stake by 14% in Q3 2019, buying an estimated $343K and bringing the position to 43,533 shares worth $2.74M. The position accounts for 0.03% of the portfolio, ranked #497.

BB&T Securities first reported a position in IUSG in Q3 2015 and has held it in 17 quarters since. The position peaked at $3.45M in Q4 2018. 287 funds tracked by Wall St. Rank hold IUSG as of Q3 2019.

BB&T Securities held 43,533 shares of iShares Core S&P US Growth ETF worth $2.74M as of Q3 2019.
BB&T Securities bought 5,425 iShares Core S&P US Growth ETF shares in Q3 2019, an estimated $343K.
iShares Core S&P US Growth ETF made up 0.03% of BB&T Securities's portfolio in Q3 2019, its #497 holding.
BB&T Securities first reported a position in iShares Core S&P US Growth ETF in Q3 2015 and has held it in 17 quarters since.
BB&T Securities's iShares Core S&P US Growth ETF position peaked at $3.45M in Q4 2018.
287 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2019.

Based on BB&T Securities's 13F filing for Q3 2019, filed 30 Oct 2019.