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Insight Capital Research & Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Insight Capital Research & Management’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
Q1 		– Sell
-88,900
Closed -$3.82M – 97
2016
Q4 		$3.82M Buy
+88,900
New +$3.77M 2.03% 7
2016
Q3 		– Sell
-20,000
Closed -$817K – 114
2016
Q2 		$817K Buy
+20,000
New +$812K 0.28% 92

Other funds holding IUSG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Insight Capital Research & Management's IUSG Position: Q1 2017 in Review

Insight Capital Research & Management sold out of iShares Core S&P US Growth ETF (IUSG) in Q1 2017, closing a stake of 88,900 shares — an estimated $3.82M sold.

Insight Capital Research & Management first reported a position in IUSG in Q2 2016 and held it in 2 quarters. The position peaked at $3.82M in Q4 2016. 125 funds tracked by Wall St. Rank hold IUSG as of Q1 2017.

  • Insight Capital Research & Management reported no remaining iShares Core S&P US Growth ETF position as of Q1 2017 after selling out during the quarter.
  • Insight Capital Research & Management sold 88,900 iShares Core S&P US Growth ETF shares in Q1 2017, an estimated $3.82M.
  • Insight Capital Research & Management first reported a position in iShares Core S&P US Growth ETF in Q2 2016 and held it in 2 quarters.
  • Insight Capital Research & Management's iShares Core S&P US Growth ETF position peaked at $3.82M in Q4 2016.
  • 125 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2017.

Based on Insight Capital Research & Management's 13F filing for Q1 2017, filed 8 May 2017.