55I LLC’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$3.77M Buy
2022
Q2
$3.19M Buy
2022
Q1
$3.45M Buy
2021
Q4
$3.67M Buy
2021
Q3
$3.11M Buy
2021
Q2
$2.98M Buy
2021
Q1
$2.43M Sell
2020
Q4
$2.45M Buy
2020
Q3
$2.18M Sell
2020
Q2
$2.1M Buy
2020
Q1
$1.74M Buy