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

Hefty Wealth 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
Q1 		$58K Sell
1,058
-262
-20% -$14.7K 0.04% 137
2017
Q4 		$71K Sell
1,320
-85
-6% -$4.47K 0.04% 124
2017
Q3 		$71K Buy
1,405
+11
+0.8% +$545 0.05% 119
2017
Q2 		$67K Buy
+1,394
New +$66.6K 0.05% 110

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Hefty Wealth Partners's IUSG Position: Q1 2018 in Review

Hefty Wealth Partners reduced its iShares Core S&P US Growth ETF (IUSG) stake by 20% in Q1 2018, selling an estimated $14.7K and leaving 1,058 shares worth $58K. The position accounts for 0.04% of the portfolio, ranked #137.

Hefty Wealth Partners first reported a position in IUSG in Q2 2017 and has held it in 4 quarters since. The position peaked at $71K in Q4 2017. 198 funds tracked by Wall St. Rank hold IUSG as of Q1 2018.

  • Hefty Wealth Partners held 1,058 shares of iShares Core S&P US Growth ETF worth $58K as of Q1 2018.
  • Hefty Wealth Partners sold 262 iShares Core S&P US Growth ETF shares in Q1 2018, an estimated $14.7K.
  • iShares Core S&P US Growth ETF made up 0.04% of Hefty Wealth Partners's portfolio in Q1 2018, its #137 holding.
  • Hefty Wealth Partners first reported a position in iShares Core S&P US Growth ETF in Q2 2017 and has held it in 4 quarters since.
  • Hefty Wealth Partners's iShares Core S&P US Growth ETF position peaked at $71K in Q4 2017.
  • 198 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.