Genovese Burford & Brothers Wealth & Retirement Plan Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan Management’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
2020 Q4	$2.92M	Buy	32,979 +2,035	+7%	+$171K	0.73%	13
2020 Q3	$2.48M	Buy	30,944 +3,227	+12%	+$253K	0.7%	15
2020 Q2	$1.99M	Buy	27,717 +3,480	+14%	+$231K	0.58%	14
2020 Q1	$1.38M	Buy	24,237 +15,418	+175%	+$1.01M	0.39%	19
2019 Q4	$597K	Buy	8,819 +3,126	+55%	+$203K	0.14%	58
2019 Q3	$358K	Buy	5,693 +1,560	+38%	+$98.6K	0.09%	69
2019 Q2	$259K	Buy	+4,133	New	+$254K	0.07%	84

Other funds holding IUSG

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's IUSG Position: Q4 2020 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management increased its iShares Core S&P US Growth ETF (IUSG) stake by 6.6% in Q4 2020, buying an estimated $171K and bringing the position to 32,979 shares worth $2.92M. The position accounts for 0.73% of the portfolio, ranked #13.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in IUSG in Q2 2019 and has held it in 7 quarters since. 424 funds tracked by Wall St. Rank hold IUSG as of Q4 2020.

Genovese Burford & Brothers Wealth & Retirement Plan Management held 32,979 shares of iShares Core S&P US Growth ETF worth $2.92M as of Q4 2020.
Genovese Burford & Brothers Wealth & Retirement Plan Management bought 2,035 iShares Core S&P US Growth ETF shares in Q4 2020, an estimated $171K.
iShares Core S&P US Growth ETF made up 0.73% of Genovese Burford & Brothers Wealth & Retirement Plan Management's portfolio in Q4 2020, its #13 holding.
Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in iShares Core S&P US Growth ETF in Q2 2019 and has held it in 7 quarters since.
424 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2020.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q4 2020, filed 5 Feb 2021.