WA
IUSG icon

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

WFG Advisors’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
Q2 		$66K Buy
1,360
+354
+35% +$16.9K 0.01% 632
2017
Q1 		$47K Buy
1,006
+2
+0.2% +$91 0.01% 672
2016
Q4 		$43K Buy
+1,004
New +$42.6K 0.01% 747

Other funds holding IUSG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AC
Alleghany Corporation New York $2.21B AUM 10.5% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

WFG Advisors's IUSG Position: Q2 2017 in Review

WFG Advisors increased its iShares Core S&P US Growth ETF (IUSG) stake by 35% in Q2 2017, buying an estimated $16.9K and bringing the position to 1,360 shares worth $66K. The position accounts for 0.01% of the portfolio, ranked #632.

WFG Advisors first reported a position in IUSG in Q4 2016 and has held it in 3 quarters since. 151 funds tracked by Wall St. Rank hold IUSG as of Q2 2017.

  • WFG Advisors held 1,360 shares of iShares Core S&P US Growth ETF worth $66K as of Q2 2017.
  • WFG Advisors bought 354 iShares Core S&P US Growth ETF shares in Q2 2017, an estimated $16.9K.
  • iShares Core S&P US Growth ETF made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #632 holding.
  • WFG Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2016 and has held it in 3 quarters since.
  • 151 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.