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