Able 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 | $5.95M | Buy |
39,547
+849
| +2% | +$128K | 3% | 11 |
|
2025
Q1 | $4.92M | Sell |
38,698
-108
| -0.3% | -$13.7K | 2.9% | 9 |
|
2024
Q4 | $5.41M | Buy |
38,806
+1,522
| +4% | +$212K | 3.56% | 8 |
|
2024
Q3 | $4.92M | Buy |
37,284
+119
| +0.3% | +$15.7K | 3.73% | 7 |
|
2024
Q2 | $4.74M | Buy |
37,165
+337
| +0.9% | +$43K | 3.9% | 6 |
|
2024
Q1 | $4.32M | Buy |
36,828
+697
| +2% | +$81.7K | 3.77% | 9 |
|
2023
Q4 | $3.76M | Buy |
+36,131
| New | +$3.76M | 3.42% | 7 |
|