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

WealthShield’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 Q4	$796K	Buy	+14,680	New	+$772K	0.48%	44

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Alleghany Corporation New York $2.21B AUM 10.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

WealthShield's IUSG Position: Q4 2017 in Review

WealthShield opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q4 2017: 14,680 shares worth $796K. The stake represents 0.48% of the portfolio and ranks #44 among its holdings.

187 funds tracked by Wall St. Rank hold IUSG as of Q4 2017.

WealthShield held 14,680 shares of iShares Core S&P US Growth ETF worth $796K as of Q4 2017.
iShares Core S&P US Growth ETF was a new WealthShield position in Q4 2017.
iShares Core S&P US Growth ETF made up 0.48% of WealthShield's portfolio in Q4 2017, its #44 holding.
187 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.