Beacon Pointe Wealth Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | $1.1M | Buy |
16,210
+5,757
| +55% | +$389K | 0.2% | 95 |
|
2019
Q3 | $656K | Buy |
10,453
+434
| +4% | +$27.2K | 0.14% | 131 |
|
2019
Q2 | $627K | Buy |
10,019
+30
| +0.3% | +$1.88K | 0.13% | 139 |
|
2019
Q1 | $601K | Buy |
9,989
+1,521
| +18% | +$91.5K | 0.14% | 132 |
|
2018
Q4 | $447K | Buy |
+8,468
| New | +$447K | 0.16% | 136 |
|