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Fulcrum Equity Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Fulcrum Equity 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
Q4 		– Sell
-27
Closed -$2K – 154
2019
Q3 		$2K Buy
+27
New +$1.71K ﹤0.01% 213

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
ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fulcrum Equity Management's IUSG Position: Q4 2019 in Review

Fulcrum Equity Management sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2019, closing a stake of 27 shares — an estimated $2K sold.

Fulcrum Equity Management first reported a position in IUSG in Q3 2019 and held it in 1 quarter. The position peaked at $2K in Q3 2019. 361 funds tracked by Wall St. Rank hold IUSG as of Q4 2019.

  • Fulcrum Equity Management reported no remaining iShares Core S&P US Growth ETF position as of Q4 2019 after selling out during the quarter.
  • Fulcrum Equity Management sold 27 iShares Core S&P US Growth ETF shares in Q4 2019, an estimated $2K.
  • Fulcrum Equity Management first reported a position in iShares Core S&P US Growth ETF in Q3 2019 and held it in 1 quarter.
  • Fulcrum Equity Management's iShares Core S&P US Growth ETF position peaked at $2K in Q3 2019.
  • 361 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2019.

Based on Fulcrum Equity Management's 13F filing for Q4 2019, filed 12 Feb 2020.