1900 Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.66M | Sell |
37,639
-1,594
| -4% | -$240K | 0.43% | 36 |
|
|
2025
Q1 | $4.99M | Sell |
39,233
-277
| -0.7% | -$35.2K | 0.41% | 40 |
|
|
2024
Q4 | $5.51M | Sell |
39,510
-232
| -0.6% | -$32.3K | 0.46% | 37 |
|
|
2024
Q3 | $5.24M | Sell |
39,742
-4,239
| -10% | -$559K | 0.45% | 40 |
|
|
2024
Q2 | $5.61M | Sell |
43,981
-21,702
| -33% | -$2.77M | 0.52% | 36 |
|
|
2024
Q1 | $7.7M | Sell |
65,683
-3,013
| -4% | -$353K | 0.7% | 30 |
|
|
2023
Q4 | $7.15M | Sell |
68,696
-98,200
| -59% | -$10.2M | 0.66% | 35 |
|
|
2023
Q3 | $15.8M | Buy |
166,896
+18,523
| +12% | +$1.76M | 1.58% | 14 |
|
|
2023
Q2 | $14.5M | Buy |
148,373
+52,068
| +54% | +$5.08M | 1.49% | 18 |
|
|
2023
Q1 | $8.52M | Buy |
96,305
+8,198
| +9% | +$726K | 0.92% | 26 |
|
|
2022
Q4 | $7.18M | Buy |
88,107
+16,143
| +22% | +$1.32M | 0.78% | 32 |
|
|
2022
Q3 | $5.77M | Buy |
71,964
+16,031
| +29% | +$1.29M | 0.67% | 37 |
|
|
2022
Q2 | $4.68M | Buy |
55,933
+25,930
| +86% | +$2.17M | 0.51% | 48 |
|
|
2022
Q1 | $3.17M | Buy |
30,003
+9,576
| +47% | +$1.01M | 0.3% | 62 |
|
|
2021
Q4 | $2.36M | Sell |
20,427
-1,861
| -8% | -$215K | 0.21% | 76 |
|
|
2021
Q3 | $2.28M | Buy |
+22,288
| New | +$2.28M | 0.22% | 81 |
|