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Investment Centers of America’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Investment Centers of America’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
Q4 		– Sell
-59,414
Closed -$3M – 237
2017
Q3 		$3M Buy
59,414
+10,993
+23% +$545K 0.22% 101
2017
Q2 		$2.34M Buy
48,421
+36,689
+313% +$1.75M 0.18% 122
2017
Q1 		$548K Buy
+11,732
New +$531K 0.04% 349

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 $445B AUM 25.58% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AC
Alleghany Corporation New York $2.21B AUM 10.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Investment Centers of America's IUSG Position: Q4 2017 in Review

Investment Centers of America sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2017, closing a stake of 59,414 shares — an estimated $3M sold.

Investment Centers of America first reported a position in IUSG in Q1 2017 and held it in 3 quarters. The position peaked at $3M in Q3 2017. 187 funds tracked by Wall St. Rank hold IUSG as of Q4 2017.

  • Investment Centers of America reported no remaining iShares Core S&P US Growth ETF position as of Q4 2017 after selling out during the quarter.
  • Investment Centers of America sold 59,414 iShares Core S&P US Growth ETF shares in Q4 2017, an estimated $3M.
  • Investment Centers of America first reported a position in iShares Core S&P US Growth ETF in Q1 2017 and held it in 3 quarters.
  • Investment Centers of America's iShares Core S&P US Growth ETF position peaked at $3M in Q3 2017.
  • 187 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2017.

Based on Investment Centers of America's 13F filing for Q4 2017, filed 14 Feb 2018.