Roble Belko & Company’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Roble Belko & Company’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	-8,968	Closed	-$453K	–	322
2017 Q3	$453K	Hold	8,968	–	–	0.2%	35
2017 Q2	$432K	Sell	8,968 -109	-1%	-$5.2K	0.21%	34
2017 Q1	$421K	Hold	9,077	–	–	0.21%	34
2016 Q4	$390K	Hold	9,077	–	–	0.2%	38
2016 Q3	$386K	Sell	9,077 -35	-0.4%	-$1.48K	0.21%	38
2016 Q2	$372K	Sell	9,112 -164	-2%	-$6.66K	0.21%	39
2016 Q1	$376K	Hold	9,276	–	–	0.21%	39
2015 Q4	$377K	Hold	9,276	–	–	0.23%	39
2015 Q3	$352K	Hold	9,276	–	–	0.22%	41
2015 Q2	$377K	Sell	9,276 -72	-0.8%	-$2.97K	0.22%	40
2015 Q1	$380K	Buy	+9,348	New	+$374K	0.22%	37

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

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

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

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

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

Alleghany Corporation New York $2.21B AUM 10.5% 1-Year Est. Return

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

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

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

Roble Belko & Company's IUSG Position: Q4 2017 in Review

Roble Belko & Company sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2017, closing a stake of 8,968 shares — an estimated $453K sold.

Roble Belko & Company first reported a position in IUSG in Q1 2015 and held it in 11 quarters. The position peaked at $453K in Q3 2017. 187 funds tracked by Wall St. Rank hold IUSG as of Q4 2017.

Roble Belko & Company reported no remaining iShares Core S&P US Growth ETF position as of Q4 2017 after selling out during the quarter.
Roble Belko & Company sold 8,968 iShares Core S&P US Growth ETF shares in Q4 2017, an estimated $453K.
Roble Belko & Company first reported a position in iShares Core S&P US Growth ETF in Q1 2015 and held it in 11 quarters.
Roble Belko & Company's iShares Core S&P US Growth ETF position peaked at $453K in Q3 2017.
187 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2017.

Based on Roble Belko & Company's 13F filing for Q4 2017, filed 30 Jan 2018.