MYCIO Wealth Partners’s iShares Core S&P US Growth ETF IUSG Stock Holding History

MYCIO Wealth Partners’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	-130	Closed	-$9K	–	213
2019 Q4	$9K	Hold	130	–	–	﹤0.01%	455
2019 Q3	$8K	Hold	130	–	–	﹤0.01%	433
2019 Q2	$8K	Buy	+130	New	+$8K	﹤0.01%	389
2016 Q4	–	Sell	-130	Closed	-$6K	–	438
2016 Q3	$6K	Hold	130	–	–	﹤0.01%	636
2016 Q2	$5K	Hold	130	–	–	﹤0.01%	661
2016 Q1	$5K	Hold	130	–	–	﹤0.01%	604
2015 Q4	$5K	Hold	130	–	–	﹤0.01%	607
2015 Q3	$5K	Buy	+130	New	+$5.24K	﹤0.01%	659

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MYCIO Wealth Partners's IUSG Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of iShares Core S&P US Growth ETF (IUSG) in Q1 2020, closing a stake of 130 shares — an estimated $9K sold.

MYCIO Wealth Partners first reported a position in IUSG in Q3 2015 and held it in 8 quarters. The position peaked at $9K in Q4 2019. 353 funds tracked by Wall St. Rank hold IUSG as of Q1 2020.

MYCIO Wealth Partners reported no remaining iShares Core S&P US Growth ETF position as of Q1 2020 after selling out during the quarter.
MYCIO Wealth Partners sold 130 iShares Core S&P US Growth ETF shares in Q1 2020, an estimated $9K.
MYCIO Wealth Partners first reported a position in iShares Core S&P US Growth ETF in Q3 2015 and held it in 8 quarters.
MYCIO Wealth Partners's iShares Core S&P US Growth ETF position peaked at $9K in Q4 2019.
353 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.