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Global Financial Private Capital’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Global Financial Private Capital’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
2017
Q4 		– Sell
-60,681
Closed -$3.06M – 549
2017
Q3 		$3.06M Buy
+60,681
New +$3.01M 0.11% 116

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
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
AC
Alleghany Corporation New York $2.21B AUM 10.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Global Financial Private Capital's IUSG Position: Q4 2017 in Review

Global Financial Private Capital sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2017, closing a stake of 60,681 shares — an estimated $3.06M sold.

Global Financial Private Capital first reported a position in IUSG in Q3 2017 and held it in 1 quarter. The position peaked at $3.06M in Q3 2017. 187 funds tracked by Wall St. Rank hold IUSG as of Q4 2017.

  • Global Financial Private Capital reported no remaining iShares Core S&P US Growth ETF position as of Q4 2017 after selling out during the quarter.
  • Global Financial Private Capital sold 60,681 iShares Core S&P US Growth ETF shares in Q4 2017, an estimated $3.06M.
  • Global Financial Private Capital first reported a position in iShares Core S&P US Growth ETF in Q3 2017 and held it in 1 quarter.
  • Global Financial Private Capital's iShares Core S&P US Growth ETF position peaked at $3.06M in Q3 2017.
  • 187 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2017.

Based on Global Financial Private Capital's 13F filing for Q4 2017, filed 8 Feb 2018.