Old Second National Bank of Aurora’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Old Second National Bank of Aurora’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 Q1	–	Sell	-86	Closed	-$4K	–	331
2016 Q4	$4K	Hold	86	–	–	﹤0.01%	306
2016 Q3	$4K	Hold	86	–	–	﹤0.01%	304
2016 Q2	$4K	Hold	86	–	–	﹤0.01%	293
2016 Q1	$3K	Hold	86	–	–	﹤0.01%	306
2015 Q4	$3K	Hold	86	–	–	﹤0.01%	302
2015 Q3	$3K	Hold	86	–	–	﹤0.01%	298
2015 Q2	$3K	Hold	86	–	–	﹤0.01%	305
2015 Q1	$3K	Hold	86	–	–	﹤0.01%	325
2014 Q4	$3K	Buy	+86	New	+$3.29K	﹤0.01%	289

Other funds holding IUSG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Old Second National Bank of Aurora's IUSG Position: Q1 2017 in Review

Old Second National Bank of Aurora sold out of iShares Core S&P US Growth ETF (IUSG) in Q1 2017, closing a stake of 86 shares — an estimated $4K sold.

Old Second National Bank of Aurora first reported a position in IUSG in Q4 2014 and held it in 9 quarters. The position peaked at $4K in Q4 2016. 125 funds tracked by Wall St. Rank hold IUSG as of Q1 2017.

Old Second National Bank of Aurora reported no remaining iShares Core S&P US Growth ETF position as of Q1 2017 after selling out during the quarter.
Old Second National Bank of Aurora sold 86 iShares Core S&P US Growth ETF shares in Q1 2017, an estimated $4K.
Old Second National Bank of Aurora first reported a position in iShares Core S&P US Growth ETF in Q4 2014 and held it in 9 quarters.
Old Second National Bank of Aurora's iShares Core S&P US Growth ETF position peaked at $4K in Q4 2016.
125 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2017.

Based on Old Second National Bank of Aurora's 13F filing for Q1 2017, filed 18 Apr 2017.