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Waverton Investment Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Waverton Investment Management’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
2016
Q1 		– Sell
-20,538
Closed -$834K – 111
2015
Q4 		$834K Buy
+20,538
New +$836K 0.06% 98

Other funds holding IUSG

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FBFS
First Business Financial Services Madison, Wisconsin $1.12B AUM 22.16% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return

Waverton Investment Management's IUSG Position: Q1 2016 in Review

Waverton Investment Management sold out of iShares Core S&P US Growth ETF (IUSG) in Q1 2016, closing a stake of 20,538 shares — an estimated $834K sold.

Waverton Investment Management first reported a position in IUSG in Q4 2015 and held it in 1 quarter. The position peaked at $834K in Q4 2015. 92 funds tracked by Wall St. Rank hold IUSG as of Q1 2016.

  • Waverton Investment Management reported no remaining iShares Core S&P US Growth ETF position as of Q1 2016 after selling out during the quarter.
  • Waverton Investment Management sold 20,538 iShares Core S&P US Growth ETF shares in Q1 2016, an estimated $834K.
  • Waverton Investment Management first reported a position in iShares Core S&P US Growth ETF in Q4 2015 and held it in 1 quarter.
  • Waverton Investment Management's iShares Core S&P US Growth ETF position peaked at $834K in Q4 2015.
  • 92 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2016.

Based on Waverton Investment Management's 13F filing for Q1 2016, filed 8 Apr 2016.