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Osborn Williams & Donohoe’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Osborn Williams & Donohoe’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
2019
Q2 		– Sell
-438
Closed -$27K – 488
2019
Q1 		$27K Buy
+438
New +$25.1K ﹤0.01% 526

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osborn Williams & Donohoe's IUSG Position: Q2 2019 in Review

Osborn Williams & Donohoe sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2019, closing a stake of 438 shares — an estimated $27K sold.

Osborn Williams & Donohoe first reported a position in IUSG in Q1 2019 and held it in 1 quarter. The position peaked at $27K in Q1 2019. 272 funds tracked by Wall St. Rank hold IUSG as of Q2 2019.

  • Osborn Williams & Donohoe reported no remaining iShares Core S&P US Growth ETF position as of Q2 2019 after selling out during the quarter.
  • Osborn Williams & Donohoe sold 438 iShares Core S&P US Growth ETF shares in Q2 2019, an estimated $27K.
  • Osborn Williams & Donohoe first reported a position in iShares Core S&P US Growth ETF in Q1 2019 and held it in 1 quarter.
  • Osborn Williams & Donohoe's iShares Core S&P US Growth ETF position peaked at $27K in Q1 2019.
  • 272 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2019.

Based on Osborn Williams & Donohoe's 13F filing for Q2 2019, filed 26 Jul 2019.