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Wellington Shields Capital Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Wellington Shields Capital 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
2019
Q2 		– Sell
-13,300
Closed -$802K – 281
2019
Q1 		$802K Buy
+13,300
New +$763K 0.14% 135

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

Wellington Shields Capital Management's IUSG Position: Q2 2019 in Review

Wellington Shields Capital Management sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2019, closing a stake of 13,300 shares — an estimated $802K sold.

Wellington Shields Capital Management first reported a position in IUSG in Q1 2019 and held it in 1 quarter. The position peaked at $802K in Q1 2019. 272 funds tracked by Wall St. Rank hold IUSG as of Q2 2019.

  • Wellington Shields Capital Management reported no remaining iShares Core S&P US Growth ETF position as of Q2 2019 after selling out during the quarter.
  • Wellington Shields Capital Management sold 13,300 iShares Core S&P US Growth ETF shares in Q2 2019, an estimated $802K.
  • Wellington Shields Capital Management first reported a position in iShares Core S&P US Growth ETF in Q1 2019 and held it in 1 quarter.
  • Wellington Shields Capital Management's iShares Core S&P US Growth ETF position peaked at $802K in Q1 2019.
  • 272 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2019.

Based on Wellington Shields Capital Management's 13F filing for Q2 2019, filed 8 Aug 2019.