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Wealth & Pension Services Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Wealth & Pension Services Group’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
Q3 		$3.55M Buy
56,448
+899
+2% +$56.8K 2.57% 9
2019
Q2 		$3.48M Buy
55,549
+8,786
+19% +$541K 2.53% 9
2019
Q1 		$2.82M Buy
46,763
+9,674
+26% +$555K 2.2% 10
2018
Q4 		$1.96M Buy
+37,089
New +$2.1M 1.76% 13

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
ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealth & Pension Services Group's IUSG Position: Q3 2019 in Review

Wealth & Pension Services Group increased its iShares Core S&P US Growth ETF (IUSG) stake by 1.6% in Q3 2019, buying an estimated $56.8K and bringing the position to 56,448 shares worth $3.55M. The position accounts for 2.57% of the portfolio, ranked #9.

Wealth & Pension Services Group first reported a position in IUSG in Q4 2018 and has held it in 4 quarters since. 287 funds tracked by Wall St. Rank hold IUSG as of Q3 2019.

  • Wealth & Pension Services Group held 56,448 shares of iShares Core S&P US Growth ETF worth $3.55M as of Q3 2019.
  • Wealth & Pension Services Group bought 899 iShares Core S&P US Growth ETF shares in Q3 2019, an estimated $56.8K.
  • iShares Core S&P US Growth ETF made up 2.57% of Wealth & Pension Services Group's portfolio in Q3 2019, its #9 holding.
  • Wealth & Pension Services Group first reported a position in iShares Core S&P US Growth ETF in Q4 2018 and has held it in 4 quarters since.
  • 287 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2019.

Based on Wealth & Pension Services Group's 13F filing for Q3 2019, filed 19 Nov 2019.