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