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Vantage Investment Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Vantage Investment Advisors’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
Q1 		– Sell
-334
Closed -$18K – 827
2017
Q4 		$18K Buy
+334
New +$17.6K ﹤0.01% 466

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
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
AC
Alleghany Corporation New York $2.21B AUM 10.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Vantage Investment Advisors's IUSG Position: Q1 2018 in Review

Vantage Investment Advisors sold out of iShares Core S&P US Growth ETF (IUSG) in Q1 2018, closing a stake of 334 shares — an estimated $18K sold.

Vantage Investment Advisors first reported a position in IUSG in Q4 2017 and held it in 1 quarter. The position peaked at $18K in Q4 2017. 198 funds tracked by Wall St. Rank hold IUSG as of Q1 2018.

  • Vantage Investment Advisors reported no remaining iShares Core S&P US Growth ETF position as of Q1 2018 after selling out during the quarter.
  • Vantage Investment Advisors sold 334 iShares Core S&P US Growth ETF shares in Q1 2018, an estimated $18K.
  • Vantage Investment Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2017 and held it in 1 quarter.
  • Vantage Investment Advisors's iShares Core S&P US Growth ETF position peaked at $18K in Q4 2017.
  • 198 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2018.

Based on Vantage Investment Advisors's 13F filing for Q1 2018, filed 10 May 2018.