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YorkBridge Wealth Partners’s iShares Core S&P US Growth ETF IUSG Stock Holding History

YorkBridge Wealth Partners’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 		– Sell
-15
Closed -$1K – 409
2019
Q2 		$1K Hold
15
– – ﹤0.01% 725
2019
Q1 		$1K Hold
15
– – ﹤0.01% 725
2018
Q4 		$1K Buy
+15
New +$850 ﹤0.01% 707

Other funds holding IUSG

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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

YorkBridge Wealth Partners's IUSG Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of iShares Core S&P US Growth ETF (IUSG) in Q3 2019, closing a stake of 15 shares — an estimated $1K sold.

YorkBridge Wealth Partners first reported a position in IUSG in Q4 2018 and held it in 3 quarters. The position peaked at $1K in Q2 2019. 287 funds tracked by Wall St. Rank hold IUSG as of Q3 2019.

  • YorkBridge Wealth Partners reported no remaining iShares Core S&P US Growth ETF position as of Q3 2019 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 15 iShares Core S&P US Growth ETF shares in Q3 2019, an estimated $1K.
  • YorkBridge Wealth Partners first reported a position in iShares Core S&P US Growth ETF in Q4 2018 and held it in 3 quarters.
  • YorkBridge Wealth Partners's iShares Core S&P US Growth ETF position peaked at $1K in Q2 2019.
  • 287 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.