9258 Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $868K | Sell |
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|
2024
Q2 | $847K | Sell |
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|
2024
Q1 | $781K | Sell |
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|
2023
Q4 | $703K | Sell |
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|
2023
Q3 | $642K | Sell |
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|
2023
Q2 | $667K | Sell |
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|
2023
Q1 | $612K | Sell |
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|
2022
Q4 | $566K | Sell |
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|
2022
Q3 | $571K | Sell |
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|
2022
Q2 | $612K | Buy |
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|
2022
Q1 | $767K | Sell |
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|
2021
Q4 | $1.01M | Buy |
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|
2021
Q3 | $744K | Hold |
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|
2021
Q2 | $734K | Hold |
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|
2021
Q1 | $660K | Hold |
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|
2020
Q4 | $644K | Hold |
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|
2020
Q3 | $565K | Hold |
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|
2020
Q2 | $522K | Sell |
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|
2020
Q1 | $470K | Sell |
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|
2019
Q4 | $549K | Buy |
|