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

BBR 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
2021
Q4 		– Sell
-3,110
Closed -$318K – 221
2021
Q3 		$318K Hold
3,110
– – 0.03% 166
2021
Q2 		$314K Buy
+3,110
New +$300K 0.02% 152

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

BBR Partners's IUSG Position: Q4 2021 in Review

BBR Partners sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2021, closing a stake of 3,110 shares — an estimated $318K sold.

BBR Partners first reported a position in IUSG in Q2 2021 and held it in 2 quarters. The position peaked at $318K in Q3 2021. 555 funds tracked by Wall St. Rank hold IUSG as of Q4 2021.

  • BBR Partners reported no remaining iShares Core S&P US Growth ETF position as of Q4 2021 after selling out during the quarter.
  • BBR Partners sold 3,110 iShares Core S&P US Growth ETF shares in Q4 2021, an estimated $318K.
  • BBR Partners first reported a position in iShares Core S&P US Growth ETF in Q2 2021 and held it in 2 quarters.
  • BBR Partners's iShares Core S&P US Growth ETF position peaked at $318K in Q3 2021.
  • 555 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2021.

Based on BBR Partners's 13F filing for Q4 2021, filed 8 Feb 2022.