Ackerman Capital Advisors’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 | $2.3M | Sell |
15,282
-416
| -3% | -$62.6K | 0.53% | 31 |
|
2025
Q1 | $1.99M | Hold |
15,698
| – | – | 0.53% | 30 |
|
2024
Q4 | $2.19M | Sell |
15,698
-29
| -0.2% | -$4.04K | 0.57% | 29 |
|
2024
Q3 | $2.07M | Sell |
15,727
-23
| -0.1% | -$3.03K | 0.54% | 30 |
|
2024
Q2 | $2.01M | Hold |
15,750
| – | – | 0.53% | 29 |
|
2024
Q1 | $1.85M | Hold |
15,750
| – | – | 0.51% | 31 |
|
2023
Q4 | $1.64M | Sell |
15,750
-1,464
| -9% | -$152K | 0.46% | 33 |
|
2023
Q3 | $1.63M | Sell |
17,214
-588
| -3% | -$55.8K | 0.45% | 35 |
|
2023
Q2 | $1.74M | Sell |
17,802
-246
| -1% | -$24K | 0.45% | 32 |
|
2023
Q1 | $1.6M | Buy |
18,048
+8,677
| +93% | +$770K | 0.42% | 33 |
|
2022
Q4 | $764K | Sell |
9,371
-5,367
| -36% | -$438K | 0.21% | 53 |
|
2022
Q3 | $1.18M | Sell |
14,738
-23,593
| -62% | -$1.89M | 0.34% | 39 |
|
2022
Q2 | $3.21M | Buy |
38,331
+33,777
| +742% | +$2.83M | 0.86% | 26 |
|
2022
Q1 | $481K | Hold |
4,554
| – | – | 0.11% | 71 |
|
2021
Q4 | $527K | Sell |
4,554
-103
| -2% | -$11.9K | 0.12% | 69 |
|
2021
Q3 | $477K | Hold |
4,657
| – | – | 0.11% | 66 |
|
2021
Q2 | $470K | Sell |
4,657
-16,198
| -78% | -$1.63M | 0.11% | 64 |
|
2021
Q1 | $1.89M | Sell |
20,855
-80
| -0.4% | -$7.26K | 0.46% | 31 |
|
2020
Q4 | $1.86M | Sell |
20,935
-522
| -2% | -$46.3K | 0.47% | 28 |
|
2020
Q3 | $1.72M | Sell |
21,457
-1,052
| -5% | -$84.1K | 0.48% | 28 |
|
2020
Q2 | $1.62M | Buy |
22,509
+4,337
| +24% | +$312K | 0.49% | 28 |
|
2020
Q1 | $1.04M | Buy |
+18,172
| New | +$1.04M | 0.4% | 30 |
|