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Girard Partners’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Girard Partners’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
-1,220
Closed -$75K – 515
2018
Q3 		$75K Buy
+1,220
New +$73.7K 0.01% 388

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

Girard Partners's IUSG Position: Q4 2018 in Review

Girard Partners sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2018, closing a stake of 1,220 shares — an estimated $75K sold.

Girard Partners first reported a position in IUSG in Q3 2018 and held it in 1 quarter. The position peaked at $75K in Q3 2018. 251 funds tracked by Wall St. Rank hold IUSG as of Q4 2018.

  • Girard Partners reported no remaining iShares Core S&P US Growth ETF position as of Q4 2018 after selling out during the quarter.
  • Girard Partners sold 1,220 iShares Core S&P US Growth ETF shares in Q4 2018, an estimated $75K.
  • Girard Partners first reported a position in iShares Core S&P US Growth ETF in Q3 2018 and held it in 1 quarter.
  • Girard Partners's iShares Core S&P US Growth ETF position peaked at $75K in Q3 2018.
  • 251 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.