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Romano Brothers & Co’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Romano Brothers & Co’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
2023
Q1 		– Sell
-300
Closed -$24.5K – 619
2022
Q4 		$24.5K Buy
+300
New +$25.1K ﹤0.01% 586

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Romano Brothers & Co's IUSG Position: Q1 2023 in Review

Romano Brothers & Co sold out of iShares Core S&P US Growth ETF (IUSG) in Q1 2023, closing a stake of 300 shares — an estimated $24.5K sold.

Romano Brothers & Co first reported a position in IUSG in Q4 2022 and held it in 1 quarter. The position peaked at $24.5K in Q4 2022. 553 funds tracked by Wall St. Rank hold IUSG as of Q1 2023.

  • Romano Brothers & Co reported no remaining iShares Core S&P US Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 300 iShares Core S&P US Growth ETF shares in Q1 2023, an estimated $24.5K.
  • Romano Brothers & Co first reported a position in iShares Core S&P US Growth ETF in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's iShares Core S&P US Growth ETF position peaked at $24.5K in Q4 2022.
  • 553 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.