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

FDx 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
Q4 		– Sell
-6,252
Closed -$388K – 678
2018
Q3 		$388K Buy
6,252
+821
+15% +$49.6K 0.01% 606
2018
Q2 		$311K Buy
5,431
+103
+2% +$5.82K 0.01% 710
2018
Q1 		$291K Sell
5,328
-446
-8% -$25K 0.01% 974
2017
Q4 		$310K Sell
5,774
-1,150
-17% -$60.5K 0.01% 1023
2017
Q3 		$350K Buy
6,924
+645
+10% +$32K 0.01% 984
2017
Q2 		$303K Buy
6,279
+1,351
+27% +$64.5K 0.01% 975
2017
Q1 		$229K Buy
+4,928
New +$223K 0.01% 1066

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

FDx Advisors's IUSG Position: Q4 2018 in Review

FDx Advisors sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2018, closing a stake of 6,252 shares — an estimated $388K sold.

FDx Advisors first reported a position in IUSG in Q1 2017 and held it in 7 quarters. The position peaked at $388K in Q3 2018. 251 funds tracked by Wall St. Rank hold IUSG as of Q4 2018.

  • FDx Advisors reported no remaining iShares Core S&P US Growth ETF position as of Q4 2018 after selling out during the quarter.
  • FDx Advisors sold 6,252 iShares Core S&P US Growth ETF shares in Q4 2018, an estimated $388K.
  • FDx Advisors first reported a position in iShares Core S&P US Growth ETF in Q1 2017 and held it in 7 quarters.
  • FDx Advisors's iShares Core S&P US Growth ETF position peaked at $388K in Q3 2018.
  • 251 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2018.

Based on FDx Advisors's 13F filing for Q4 2018, filed 7 Feb 2019.