IFWM
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Institute for Wealth Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Institute for Wealth 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
2020
Q1 		– Sell
-120
Closed -$8K – 535
2019
Q4 		$8K Buy
+120
New +$7.77K ﹤0.01% 614

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Institute for Wealth Management's IUSG Position: Q1 2020 in Review

Institute for Wealth Management sold out of iShares Core S&P US Growth ETF (IUSG) in Q1 2020, closing a stake of 120 shares — an estimated $8K sold.

Institute for Wealth Management first reported a position in IUSG in Q4 2019 and held it in 1 quarter. The position peaked at $8K in Q4 2019. 353 funds tracked by Wall St. Rank hold IUSG as of Q1 2020.

  • Institute for Wealth Management reported no remaining iShares Core S&P US Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 120 iShares Core S&P US Growth ETF shares in Q1 2020, an estimated $8K.
  • Institute for Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's iShares Core S&P US Growth ETF position peaked at $8K in Q4 2019.
  • 353 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.