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Oak Point Wealth Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Oak Point 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
2018
Q1 		$444K Sell
8,310
-393
-5% -$22K 0.45% 62
2017
Q4 		$474K Buy
+8,703
New +$458K 0.47% 59

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 $424B AUM 22.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Oak Point Wealth Management's IUSG Position: Q1 2018 in Review

Oak Point Wealth Management reduced its iShares Core S&P US Growth ETF (IUSG) stake by 4.5% in Q1 2018, selling an estimated $22K and leaving 8,310 shares worth $444K. The position accounts for 0.45% of the portfolio, ranked #62.

Oak Point Wealth Management first reported a position in IUSG in Q4 2017 and has held it in 2 quarters since. The position peaked at $474K in Q4 2017. 198 funds tracked by Wall St. Rank hold IUSG as of Q1 2018.

  • Oak Point Wealth Management held 8,310 shares of iShares Core S&P US Growth ETF worth $444K as of Q1 2018.
  • Oak Point Wealth Management sold 393 iShares Core S&P US Growth ETF shares in Q1 2018, an estimated $22K.
  • iShares Core S&P US Growth ETF made up 0.45% of Oak Point Wealth Management's portfolio in Q1 2018, its #62 holding.
  • Oak Point Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q4 2017 and has held it in 2 quarters since.
  • Oak Point Wealth Management's iShares Core S&P US Growth ETF position peaked at $474K in Q4 2017.
  • 198 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.