Beacon Pointe Wealth Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Beacon Pointe Wealth Advisors’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 Q4	$1.09M	Buy	16,210 +5,757	+55%	+$373K	0.2%	95
2019 Q3	$656K	Buy	10,453 +434	+4%	+$27.4K	0.14%	131
2019 Q2	$627K	Buy	10,019 +30	+0.3%	+$1.85K	0.13%	139
2019 Q1	$601K	Buy	9,989 +1,521	+18%	+$87.3K	0.14%	132
2018 Q4	$447K	Buy	+8,468	New	+$480K	0.16%	136

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

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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Beacon Pointe Wealth Advisors's IUSG Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors increased its iShares Core S&P US Growth ETF (IUSG) stake by 55% in Q4 2019, buying an estimated $373K and bringing the position to 16,210 shares worth $1.09M. The position accounts for 0.2% of the portfolio, ranked #95.

Beacon Pointe Wealth Advisors first reported a position in IUSG in Q4 2018 and has held it in 5 quarters since. 361 funds tracked by Wall St. Rank hold IUSG as of Q4 2019.

Beacon Pointe Wealth Advisors held 16,210 shares of iShares Core S&P US Growth ETF worth $1.09M as of Q4 2019.
Beacon Pointe Wealth Advisors bought 5,757 iShares Core S&P US Growth ETF shares in Q4 2019, an estimated $373K.
iShares Core S&P US Growth ETF made up 0.2% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #95 holding.
Beacon Pointe Wealth Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2018 and has held it in 5 quarters since.
361 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.