TI
IUSG icon

Turner Investments’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Turner Investments’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
2015
Q1 		– Sell
-18,560
Closed -$727K – 469
2014
Q4 		$727K Buy
+18,560
New +$709K 0.09% 317

Other funds holding IUSG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
CFSG
Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Turner Investments's IUSG Position: Q1 2015 in Review

Turner Investments sold out of iShares Core S&P US Growth ETF (IUSG) in Q1 2015, closing a stake of 18,560 shares — an estimated $727K sold.

Turner Investments first reported a position in IUSG in Q4 2014 and held it in 1 quarter. The position peaked at $727K in Q4 2014. 71 funds tracked by Wall St. Rank hold IUSG as of Q1 2015.

  • Turner Investments reported no remaining iShares Core S&P US Growth ETF position as of Q1 2015 after selling out during the quarter.
  • Turner Investments sold 18,560 iShares Core S&P US Growth ETF shares in Q1 2015, an estimated $727K.
  • Turner Investments first reported a position in iShares Core S&P US Growth ETF in Q4 2014 and held it in 1 quarter.
  • Turner Investments's iShares Core S&P US Growth ETF position peaked at $727K in Q4 2014.
  • 71 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2015.

Based on Turner Investments's 13F filing for Q1 2015, filed 12 May 2015.