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Congress Asset Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Congress Asset Management’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
Q1 		– Sell
-106,053
Closed -$5.59M – 358
2018
Q4 		$5.59M Buy
+106,053
New +$6.01M 0.08% 138

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return

Congress Asset Management's IUSG Position: Q1 2019 in Review

Congress Asset Management sold out of iShares Core S&P US Growth ETF (IUSG) in Q1 2019, closing a stake of 106,053 shares — an estimated $5.59M sold.

Congress Asset Management first reported a position in IUSG in Q4 2018 and held it in 1 quarter. The position peaked at $5.59M in Q4 2018. 257 funds tracked by Wall St. Rank hold IUSG as of Q1 2019.

  • Congress Asset Management reported no remaining iShares Core S&P US Growth ETF position as of Q1 2019 after selling out during the quarter.
  • Congress Asset Management sold 106,053 iShares Core S&P US Growth ETF shares in Q1 2019, an estimated $5.59M.
  • Congress Asset Management first reported a position in iShares Core S&P US Growth ETF in Q4 2018 and held it in 1 quarter.
  • Congress Asset Management's iShares Core S&P US Growth ETF position peaked at $5.59M in Q4 2018.
  • 257 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2019.

Based on Congress Asset Management's 13F filing for Q1 2019, filed 8 May 2019.