Sullivan, Bruyette, Speros & Blaney’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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
2021 Q1	$251K	Buy	+2,764	New	+$249K	0.01%	264

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

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

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

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

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

PPA

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

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

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

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

Sullivan, Bruyette, Speros & Blaney's IUSG Position: Q1 2021 in Review

Sullivan, Bruyette, Speros & Blaney opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q1 2021: 2,764 shares worth $251K. The stake represents 0.01% of the portfolio and ranks #264 among its holdings.

432 funds tracked by Wall St. Rank hold IUSG as of Q1 2021.

Sullivan, Bruyette, Speros & Blaney held 2,764 shares of iShares Core S&P US Growth ETF worth $251K as of Q1 2021.
iShares Core S&P US Growth ETF was a new Sullivan, Bruyette, Speros & Blaney position in Q1 2021.
iShares Core S&P US Growth ETF made up 0.01% of Sullivan, Bruyette, Speros & Blaney's portfolio in Q1 2021, its #264 holding.
432 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2021.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q1 2021, filed 10 May 2021.