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First Business Financial Services’s iShares Core S&P US Growth ETF IUSG Stock Holding History

First Business Financial Services’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
-512,750
Closed -$20.8M – 75
2016
Q1 		$20.8M Buy
+512,750
New +$19.7M 5.67% 4

Other funds holding IUSG

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $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
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
AG
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

First Business Financial Services's IUSG Position: Q2 2016 in Review

First Business Financial Services sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2016, closing a stake of 512,750 shares — an estimated $20.8M sold.

First Business Financial Services first reported a position in IUSG in Q1 2016 and held it in 1 quarter. The position peaked at $20.8M in Q1 2016. 97 funds tracked by Wall St. Rank hold IUSG as of Q2 2016.

  • First Business Financial Services reported no remaining iShares Core S&P US Growth ETF position as of Q2 2016 after selling out during the quarter.
  • First Business Financial Services sold 512,750 iShares Core S&P US Growth ETF shares in Q2 2016, an estimated $20.8M.
  • First Business Financial Services first reported a position in iShares Core S&P US Growth ETF in Q1 2016 and held it in 1 quarter.
  • First Business Financial Services's iShares Core S&P US Growth ETF position peaked at $20.8M in Q1 2016.
  • 97 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2016.

Based on First Business Financial Services's 13F filing for Q2 2016, filed 28 Jul 2016.