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

Financial Sense 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
2016 Q2	–	Sell	-36,264	Closed	-$1.47M	–	80
2016 Q1	$1.47M	Sell	36,264 -12,484	-26%	-$479K	0.86%	29
2015 Q4	$1.98M	Sell	48,748 -6,678	-12%	-$272K	0.93%	34
2015 Q3	$2.1M	Buy	55,426 +36,434	+192%	+$1.47M	1.46%	25
2015 Q2	$772K	Buy	+18,992	New	+$783K	0.36%	55

Other funds holding IUSG

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

CFSG

Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return

Financial Sense Advisors's IUSG Position: Q2 2016 in Review

Financial Sense Advisors sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2016, closing a stake of 36,264 shares — an estimated $1.47M sold.

Financial Sense Advisors first reported a position in IUSG in Q2 2015 and held it in 4 quarters. The position peaked at $2.1M in Q3 2015. 97 funds tracked by Wall St. Rank hold IUSG as of Q2 2016.

Financial Sense Advisors reported no remaining iShares Core S&P US Growth ETF position as of Q2 2016 after selling out during the quarter.
Financial Sense Advisors sold 36,264 iShares Core S&P US Growth ETF shares in Q2 2016, an estimated $1.47M.
Financial Sense Advisors first reported a position in iShares Core S&P US Growth ETF in Q2 2015 and held it in 4 quarters.
Financial Sense Advisors's iShares Core S&P US Growth ETF position peaked at $2.1M in Q3 2015.
97 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2016.

Based on Financial Sense Advisors's 13F filing for Q2 2016, filed 14 Jul 2016.