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Essex Investment Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Essex Investment 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
-415
Closed -$22K – 494
2018
Q4 		$22K Buy
+415
New +$23.5K ﹤0.01% 426

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 $445B AUM 25.58% 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 $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $21.8B AUM 28.57% 1-Year Est. Return
ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return

Essex Investment Management's IUSG Position: Q1 2019 in Review

Essex Investment Management sold out of iShares Core S&P US Growth ETF (IUSG) in Q1 2019, closing a stake of 415 shares — an estimated $22K sold.

Essex Investment Management first reported a position in IUSG in Q4 2018 and held it in 1 quarter. The position peaked at $22K in Q4 2018. 257 funds tracked by Wall St. Rank hold IUSG as of Q1 2019.

  • Essex Investment Management reported no remaining iShares Core S&P US Growth ETF position as of Q1 2019 after selling out during the quarter.
  • Essex Investment Management sold 415 iShares Core S&P US Growth ETF shares in Q1 2019, an estimated $22K.
  • Essex Investment Management first reported a position in iShares Core S&P US Growth ETF in Q4 2018 and held it in 1 quarter.
  • Essex Investment Management's iShares Core S&P US Growth ETF position peaked at $22K in Q4 2018.
  • 257 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2019.

Based on Essex Investment Management's 13F filing for Q1 2019, filed 15 May 2019.