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TrueWealth LLC’s iShares Core S&P US Growth ETF IUSG Stock Holding History

TrueWealth LLC’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 		– Sell
-637
Closed -$34K – 746
2018
Q4 		$34K Buy
637
+4
+0.6% +$227 0.02% 293
2018
Q3 		$39K Buy
633
+2
+0.3% +$121 0.02% 302
2018
Q2 		$36K Buy
+631
New +$35.7K 0.02% 304

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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return

TrueWealth LLC's IUSG Position: Q1 2019 in Review

TrueWealth LLC sold out of iShares Core S&P US Growth ETF (IUSG) in Q1 2019, closing a stake of 637 shares — an estimated $34K sold.

TrueWealth LLC first reported a position in IUSG in Q2 2018 and held it in 3 quarters. The position peaked at $39K in Q3 2018. 257 funds tracked by Wall St. Rank hold IUSG as of Q1 2019.

  • TrueWealth LLC reported no remaining iShares Core S&P US Growth ETF position as of Q1 2019 after selling out during the quarter.
  • TrueWealth LLC sold 637 iShares Core S&P US Growth ETF shares in Q1 2019, an estimated $34K.
  • TrueWealth LLC first reported a position in iShares Core S&P US Growth ETF in Q2 2018 and held it in 3 quarters.
  • TrueWealth LLC's iShares Core S&P US Growth ETF position peaked at $39K in Q3 2018.
  • 257 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2019.

Based on TrueWealth LLC's 13F filing for Q1 2019, filed 24 Apr 2019.