CWA
IUSG icon

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

Clarus Wealth 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
Q3 		– Sell
-2,927
Closed -$160K – 735
2018
Q2 		$160K Buy
+2,927
New +$165K 0.12% 147

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

Clarus Wealth Advisors's IUSG Position: Q3 2018 in Review

Clarus Wealth Advisors sold out of iShares Core S&P US Growth ETF (IUSG) in Q3 2018, closing a stake of 2,927 shares — an estimated $160K sold.

Clarus Wealth Advisors first reported a position in IUSG in Q2 2018 and held it in 1 quarter. The position peaked at $160K in Q2 2018. 217 funds tracked by Wall St. Rank hold IUSG as of Q3 2018.

  • Clarus Wealth Advisors reported no remaining iShares Core S&P US Growth ETF position as of Q3 2018 after selling out during the quarter.
  • Clarus Wealth Advisors sold 2,927 iShares Core S&P US Growth ETF shares in Q3 2018, an estimated $160K.
  • Clarus Wealth Advisors first reported a position in iShares Core S&P US Growth ETF in Q2 2018 and held it in 1 quarter.
  • Clarus Wealth Advisors's iShares Core S&P US Growth ETF position peaked at $160K in Q2 2018.
  • 217 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2018.

Based on Clarus Wealth Advisors's 13F filing for Q3 2018, filed 3 Oct 2018.