Stokes & Hubbell Capital Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Stokes & Hubbell Capital 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
2019 Q1	$518K	Buy	+8,586	New	+$493K	0.11%	91

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PAG

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

ECM

ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return

Stokes & Hubbell Capital Management's IUSG Position: Q1 2019 in Review

Stokes & Hubbell Capital Management opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q1 2019: 8,586 shares worth $518K. The stake represents 0.11% of the portfolio and ranks #91 among its holdings.

257 funds tracked by Wall St. Rank hold IUSG as of Q1 2019.

Stokes & Hubbell Capital Management held 8,586 shares of iShares Core S&P US Growth ETF worth $518K as of Q1 2019.
iShares Core S&P US Growth ETF was a new Stokes & Hubbell Capital Management position in Q1 2019.
iShares Core S&P US Growth ETF made up 0.11% of Stokes & Hubbell Capital Management's portfolio in Q1 2019, its #91 holding.
257 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2019.

Based on Stokes & Hubbell Capital Management's 13F filing for Q1 2019, filed 24 Apr 2019.