Genovese Burford & Brothers Wealth & Retirement Plan Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $2.93M | Buy |
32,979
+2,035
| +7% | +$180K | 0.73% | 13 |
|
|
2020
Q3 | $2.48M | Buy |
30,944
+3,227
| +12% | +$258K | 0.7% | 15 |
|
|
2020
Q2 | $1.99M | Buy |
27,717
+3,480
| +14% | +$250K | 0.58% | 14 |
|
|
2020
Q1 | $1.38M | Buy |
24,237
+15,418
| +175% | +$880K | 0.39% | 19 |
|
|
2019
Q4 | $597K | Buy |
8,819
+3,126
| +55% | +$212K | 0.14% | 58 |
|
|
2019
Q3 | $358K | Buy |
5,693
+1,560
| +38% | +$98.1K | 0.09% | 69 |
|
|
2019
Q2 | $259K | Buy |
+4,133
| New | +$259K | 0.07% | 84 |
|