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

Genesis 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
2015 Q2	$9.76K	Buy	+240	New	+$9.89K	0.01%	346

Other funds holding IUSG

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

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

HCM

Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

CFSG

Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return

Genesis Wealth Advisors's IUSG Position: Q2 2015 in Review

Genesis Wealth Advisors opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q2 2015: 240 shares worth $9.76K. The stake represents 0.01% of the portfolio and ranks #346 among its holdings.

76 funds tracked by Wall St. Rank hold IUSG as of Q2 2015.

Genesis Wealth Advisors held 240 shares of iShares Core S&P US Growth ETF worth $9.76K as of Q2 2015.
iShares Core S&P US Growth ETF was a new Genesis Wealth Advisors position in Q2 2015.
iShares Core S&P US Growth ETF made up 0.01% of Genesis Wealth Advisors's portfolio in Q2 2015, its #346 holding.
76 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.