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

Abbrea Capital’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
2024 Q2	$201K	Buy	+1,580	New	+$188K	0.03%	225

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Abbrea Capital's IUSG Position: Q2 2024 in Review

Abbrea Capital opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q2 2024: 1,580 shares worth $201K. The stake represents 0.03% of the portfolio and ranks #225 among its holdings.

684 funds tracked by Wall St. Rank hold IUSG as of Q2 2024.

Abbrea Capital held 1,580 shares of iShares Core S&P US Growth ETF worth $201K as of Q2 2024.
iShares Core S&P US Growth ETF was a new Abbrea Capital position in Q2 2024.
iShares Core S&P US Growth ETF made up 0.03% of Abbrea Capital's portfolio in Q2 2024, its #225 holding.
684 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2024.

Based on Abbrea Capital's 13F filing for Q2 2024, filed 8 Aug 2024.