TI-Trust’s iShares Core S&P US Growth ETF IUSG Stock Holding History

TI-Trust’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 Q4	$53K	Buy	+777	New	+$50.3K	0.05%	184

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

ECM

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

TI-Trust's IUSG Position: Q4 2019 in Review

TI-Trust opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q4 2019: 777 shares worth $53K. The stake represents 0.05% of the portfolio and ranks #184 among its holdings.

361 funds tracked by Wall St. Rank hold IUSG as of Q4 2019.

TI-Trust held 777 shares of iShares Core S&P US Growth ETF worth $53K as of Q4 2019.
iShares Core S&P US Growth ETF was a new TI-Trust position in Q4 2019.
iShares Core S&P US Growth ETF made up 0.05% of TI-Trust's portfolio in Q4 2019, its #184 holding.
361 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2019.

Based on TI-Trust's 13F filing for Q4 2019, filed 7 Feb 2020.