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

IberiaBank’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 Q4	–	Sell	-3,756	Closed	-$236K	–	228
2019 Q3	$236K	Hold	3,756	–	–	0.03%	205
2019 Q2	$235K	Buy	3,756 +80	+2%	+$4.92K	0.03%	224
2019 Q1	$222K	Buy	+3,676	New	+$211K	0.03%	231
2018 Q4	–	Sell	-3,386	Closed	-$210K	–	275
2018 Q3	$210K	Buy	+3,386	New	+$204K	0.03%	274

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

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

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

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

IberiaBank's IUSG Position: Q4 2019 in Review

IberiaBank sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2019, closing a stake of 3,756 shares — an estimated $236K sold.

IberiaBank first reported a position in IUSG in Q3 2018 and held it in 4 quarters. The position peaked at $236K in Q3 2019. 361 funds tracked by Wall St. Rank hold IUSG as of Q4 2019.

IberiaBank reported no remaining iShares Core S&P US Growth ETF position as of Q4 2019 after selling out during the quarter.
IberiaBank sold 3,756 iShares Core S&P US Growth ETF shares in Q4 2019, an estimated $236K.
IberiaBank first reported a position in iShares Core S&P US Growth ETF in Q3 2018 and held it in 4 quarters.
IberiaBank's iShares Core S&P US Growth ETF position peaked at $236K in Q3 2019.
361 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2019.

Based on IberiaBank's 13F filing for Q4 2019, filed 31 Jan 2020.