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Townsend & Associates’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Townsend & Associates’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
2018
Q2 		– Sell
-22,379
Closed -$1.22M – 171
2018
Q1 		$1.22M Buy
22,379
+1,581
+8% +$88.7K 0.98% 30
2017
Q4 		$1.12M Buy
+20,798
New +$1.09M 0.95% 34

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AC
Alleghany Corporation New York $2.21B AUM 10.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Townsend & Associates's IUSG Position: Q2 2018 in Review

Townsend & Associates sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2018, closing a stake of 22,379 shares — an estimated $1.22M sold.

Townsend & Associates first reported a position in IUSG in Q4 2017 and held it in 2 quarters. The position peaked at $1.22M in Q1 2018. 216 funds tracked by Wall St. Rank hold IUSG as of Q2 2018.

  • Townsend & Associates reported no remaining iShares Core S&P US Growth ETF position as of Q2 2018 after selling out during the quarter.
  • Townsend & Associates sold 22,379 iShares Core S&P US Growth ETF shares in Q2 2018, an estimated $1.22M.
  • Townsend & Associates first reported a position in iShares Core S&P US Growth ETF in Q4 2017 and held it in 2 quarters.
  • Townsend & Associates's iShares Core S&P US Growth ETF position peaked at $1.22M in Q1 2018.
  • 216 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2018.

Based on Townsend & Associates's 13F filing for Q2 2018, filed 19 Jul 2018.