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

CXI 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
2019
Q4 		$14K Buy
+206
New +$13.3K 0.03% 88

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CXI Advisors's IUSG Position: Q4 2019 in Review

CXI Advisors opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q4 2019: 206 shares worth $14K. The stake represents 0.03% of the portfolio and ranks #88 among its holdings.

361 funds tracked by Wall St. Rank hold IUSG as of Q4 2019.

  • CXI Advisors held 206 shares of iShares Core S&P US Growth ETF worth $14K as of Q4 2019.
  • iShares Core S&P US Growth ETF was a new CXI Advisors position in Q4 2019.
  • iShares Core S&P US Growth ETF made up 0.03% of CXI Advisors's portfolio in Q4 2019, its #88 holding.
  • 361 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2019.

Based on CXI Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.