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

Domani Wealth’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
2016
Q4 		– Sell
-5,734
Closed -$244K – 108
2016
Q3 		$244K Buy
+5,734
New +$243K 0.09% 100

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Domani Wealth's IUSG Position: Q4 2016 in Review

Domani Wealth sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2016, closing a stake of 5,734 shares — an estimated $244K sold.

Domani Wealth first reported a position in IUSG in Q3 2016 and held it in 1 quarter. The position peaked at $244K in Q3 2016. 117 funds tracked by Wall St. Rank hold IUSG as of Q4 2016.

  • Domani Wealth reported no remaining iShares Core S&P US Growth ETF position as of Q4 2016 after selling out during the quarter.
  • Domani Wealth sold 5,734 iShares Core S&P US Growth ETF shares in Q4 2016, an estimated $244K.
  • Domani Wealth first reported a position in iShares Core S&P US Growth ETF in Q3 2016 and held it in 1 quarter.
  • Domani Wealth's iShares Core S&P US Growth ETF position peaked at $244K in Q3 2016.
  • 117 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2016.

Based on Domani Wealth's 13F filing for Q4 2016, filed 3 Feb 2017.