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IUSG icon

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

Bridgeworth’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
Q3 		– Sell
-417
Closed -$23K – 325
2018
Q2 		$23K Buy
+417
New +$23.6K 0.01% 364

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
Alleghany Corporation New York $2.21B AUM 10.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bridgeworth's IUSG Position: Q3 2018 in Review

Bridgeworth sold out of iShares Core S&P US Growth ETF (IUSG) in Q3 2018, closing a stake of 417 shares — an estimated $23K sold.

Bridgeworth first reported a position in IUSG in Q2 2018 and held it in 1 quarter. The position peaked at $23K in Q2 2018. 217 funds tracked by Wall St. Rank hold IUSG as of Q3 2018.

  • Bridgeworth reported no remaining iShares Core S&P US Growth ETF position as of Q3 2018 after selling out during the quarter.
  • Bridgeworth sold 417 iShares Core S&P US Growth ETF shares in Q3 2018, an estimated $23K.
  • Bridgeworth first reported a position in iShares Core S&P US Growth ETF in Q2 2018 and held it in 1 quarter.
  • Bridgeworth's iShares Core S&P US Growth ETF position peaked at $23K in Q2 2018.
  • 217 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.