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National Planning Corporation’s iShares Core S&P US Growth ETF IUSG Stock Holding History

National Planning Corporation’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
-30,777
Closed -$1.55M – 321
2017
Q3 		$1.55M Buy
30,777
+1,999
+7% +$99.1K 0.13% 172
2017
Q2 		$1.38M Buy
28,778
+1,481
+5% +$70.7K 0.11% 217
2017
Q1 		$1.26M Buy
27,297
+6,700
+33% +$303K 0.1% 202
2016
Q4 		$913K Buy
20,597
+2,048
+11% +$86.9K 0.07% 251
2016
Q3 		$770K Sell
18,549
-15,555
-46% -$660K 0.06% 273
2016
Q2 		$725K Buy
34,104
+17,340
+103% +$704K 0.06% 304
2016
Q1 		$673K Sell
16,764
-5,306
-24% -$204K 0.06% 302
2015
Q4 		$809K Buy
22,070
+9,332
+73% +$380K 0.07% 289
2015
Q3 		$530K Buy
12,738
+2,270
+22% +$91.5K 0.05% 333
2015
Q2 		$432K Buy
10,468
+3,262
+45% +$134K 0.04% 393
2015
Q1 		$293K Buy
7,206
+2
+0% +$80 0.03% 495
2014
Q4 		$277K Hold
7,204
– – 0.02% 563
2014
Q3 		$268K Sell
7,204
-630
-8% -$23.6K 0.02% 587
2014
Q2 		$291K Hold
7,834
– – 0.02% 569
2014
Q1 		$282K Buy
7,834
+744
+10% +$26.2K 0.02% 557
2013
Q4 		$250K Sell
7,090
-94
-1% -$3.17K 0.02% 573
2013
Q3 		$233K Buy
+7,184
New +$226K 0.02% 554

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
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 $173B AUM 20.72% 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 $94.2B AUM 21.24% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

National Planning Corporation's IUSG Position: Q4 2017 in Review

National Planning Corporation sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2017, closing a stake of 30,777 shares — an estimated $1.55M sold.

National Planning Corporation first reported a position in IUSG in Q3 2013 and held it in 17 quarters. The position peaked at $1.55M in Q3 2017. 187 funds tracked by Wall St. Rank hold IUSG as of Q4 2017.

  • National Planning Corporation reported no remaining iShares Core S&P US Growth ETF position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 30,777 iShares Core S&P US Growth ETF shares in Q4 2017, an estimated $1.55M.
  • National Planning Corporation first reported a position in iShares Core S&P US Growth ETF in Q3 2013 and held it in 17 quarters.
  • National Planning Corporation's iShares Core S&P US Growth ETF position peaked at $1.55M in Q3 2017.
  • 187 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.