LCM
IUSG icon

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

Liberty Capital 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
2018
Q1 		– Sell
-718
Closed -$40K – 164
2017
Q4 		$40K Hold
718
– – 0.02% 186
2017
Q3 		$37K Hold
718
– – 0.02% 200
2017
Q2 		$35K Hold
718
– – 0.02% 192
2017
Q1 		$33K Hold
718
– – 0.02% 181
2016
Q4 		$32K Buy
718
+388
+118% +$16.5K 0.02% 177
2016
Q3 		$14K Buy
+330
New +$14K 0.01% 205

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

Liberty Capital Management's IUSG Position: Q1 2018 in Review

Liberty Capital Management sold out of iShares Core S&P US Growth ETF (IUSG) in Q1 2018, closing a stake of 718 shares — an estimated $40K sold.

Liberty Capital Management first reported a position in IUSG in Q3 2016 and held it in 6 quarters. The position peaked at $40K in Q4 2017. 198 funds tracked by Wall St. Rank hold IUSG as of Q1 2018.

  • Liberty Capital Management reported no remaining iShares Core S&P US Growth ETF position as of Q1 2018 after selling out during the quarter.
  • Liberty Capital Management sold 718 iShares Core S&P US Growth ETF shares in Q1 2018, an estimated $40K.
  • Liberty Capital Management first reported a position in iShares Core S&P US Growth ETF in Q3 2016 and held it in 6 quarters.
  • Liberty Capital Management's iShares Core S&P US Growth ETF position peaked at $40K in Q4 2017.
  • 198 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2018.

Based on Liberty Capital Management's 13F filing for Q1 2018, filed 25 Apr 2018.