Ground Swell Capital’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Ground Swell 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
2014 Q3	$1K	Buy	+14	New	+$524	﹤0.01%	2142

Other funds holding IUSG

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

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

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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

CFSG

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Ground Swell Capital's IUSG Position: Q3 2014 in Review

Ground Swell Capital opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q3 2014: 14 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #2142 among its holdings.

63 funds tracked by Wall St. Rank hold IUSG as of Q3 2014.

Ground Swell Capital held 14 shares of iShares Core S&P US Growth ETF worth $1K as of Q3 2014.
iShares Core S&P US Growth ETF was a new Ground Swell Capital position in Q3 2014.
iShares Core S&P US Growth ETF made up ﹤0.01% of Ground Swell Capital's portfolio in Q3 2014, its #2142 holding.
63 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.