Guidant Wealth Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Guidant Wealth Advisors’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 Q3	$831K	Hold	13,214	–	–	0.31%	50
2019 Q2	$828K	Hold	13,214	–	–	0.32%	54
2019 Q1	$797K	Hold	13,214	–	–	0.31%	56
2018 Q4	$696K	Buy	+13,214	New	+$749K	0.32%	59

Other funds holding IUSG

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Guidant Wealth Advisors's IUSG Position: Q3 2019 in Review

Guidant Wealth Advisors held its iShares Core S&P US Growth ETF (IUSG) position steady in Q3 2019 at 13,214 shares worth $831K. The position accounts for 0.31% of the portfolio, ranked #50.

Guidant Wealth Advisors first reported a position in IUSG in Q4 2018 and has held it in 4 quarters since. 287 funds tracked by Wall St. Rank hold IUSG as of Q3 2019.

Guidant Wealth Advisors held 13,214 shares of iShares Core S&P US Growth ETF worth $831K as of Q3 2019.
Guidant Wealth Advisors left its iShares Core S&P US Growth ETF share count unchanged in Q3 2019.
iShares Core S&P US Growth ETF made up 0.31% of Guidant Wealth Advisors's portfolio in Q3 2019, its #50 holding.
Guidant Wealth Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2018 and has held it in 4 quarters since.
287 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.