WBH Advisory’s iShares Core S&P US Growth ETF IUSG Stock Holding History

WBH Advisory’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
2017 Q3	–	Sell	-7,348	Closed	-$354K	–	226
2017 Q2	$354K	Buy	7,348 +25	+0.3%	+$1.19K	0.1%	164
2017 Q1	$339K	Buy	7,323 +21	+0.3%	+$950	0.1%	170
2016 Q4	$313K	Buy	7,302 +2,323	+47%	+$98.5K	0.1%	174
2016 Q3	$211K	Buy	4,979 +37	+0.7%	+$1.57K	0.07%	208
2016 Q2	$201K	Sell	4,942 -2	-0%	-$81	0.08%	190
2016 Q1	$200K	Buy	+4,944	New	+$190K	0.07%	192

Other funds holding IUSG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WBH Advisory's IUSG Position: Q3 2017 in Review

WBH Advisory sold out of iShares Core S&P US Growth ETF (IUSG) in Q3 2017, closing a stake of 7,348 shares — an estimated $354K sold.

WBH Advisory first reported a position in IUSG in Q1 2016 and held it in 6 quarters. The position peaked at $354K in Q2 2017. 146 funds tracked by Wall St. Rank hold IUSG as of Q3 2017.

WBH Advisory reported no remaining iShares Core S&P US Growth ETF position as of Q3 2017 after selling out during the quarter.
WBH Advisory sold 7,348 iShares Core S&P US Growth ETF shares in Q3 2017, an estimated $354K.
WBH Advisory first reported a position in iShares Core S&P US Growth ETF in Q1 2016 and held it in 6 quarters.
WBH Advisory's iShares Core S&P US Growth ETF position peaked at $354K in Q2 2017.
146 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2017.

Based on WBH Advisory's 13F filing for Q3 2017, filed 29 Nov 2017.