Adapt Wealth 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 | $501K | Hold |
3,328
| – | – | 0.22% | 40 |
|
|
2025
Q1 | $423K | Hold |
3,328
| – | – | 0.21% | 42 |
|
|
2024
Q4 | $464K | Sell |
3,328
-3
| -0.1% | -$418 | 0.23% | 48 |
|
|
2024
Q3 | $439K | Sell |
3,331
-7
| -0.2% | -$923 | 0.24% | 45 |
|
|
2024
Q2 | $426K | Hold |
3,338
| – | – | 0.27% | 46 |
|
|
2024
Q1 | $391K | Buy |
+3,338
| New | +$391K | 0.28% | 38 |
|