Adero Partners’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
Q1 | $305K | Buy |
2,401
+8
| +0.3% | +$1.02K | 0.02% | 171 |
|
|
2024
Q4 | $333K | Hold |
2,393
| – | – | 0.02% | 161 |
|
|
2024
Q3 | $316K | Hold |
2,393
| – | – | 0.02% | 162 |
|
|
2024
Q2 | $305K | Hold |
2,393
| – | – | 0.02% | 158 |
|
|
2024
Q1 | $280K | Hold |
2,393
| – | – | 0.02% | 159 |
|
|
2023
Q4 | $249K | Hold |
2,393
| – | – | 0.02% | 162 |
|
|
2023
Q3 | $227K | Hold |
2,393
| – | – | 0.02% | 161 |
|
|
2023
Q2 | $234K | Hold |
2,393
| – | – | 0.02% | 146 |
|
|
2023
Q1 | $212K | Sell |
2,393
-397
| -14% | -$35.2K | 0.02% | 148 |
|
|
2022
Q4 | $227K | Hold |
2,790
| – | – | 0.03% | 145 |
|
|
2022
Q3 | $234K | Hold |
2,790
| – | – | 0.03% | 138 |
|
|
2022
Q2 | $237K | Hold |
2,790
| – | – | 0.03% | 133 |
|
|
2022
Q1 | $295K | Hold |
2,790
| – | – | 0.04% | 126 |
|
|
2021
Q4 | $323K | Hold |
2,790
| – | – | 0.05% | 133 |
|
|
2021
Q3 | $286K | Hold |
2,790
| – | – | 0.05% | 126 |
|
|
2021
Q2 | $282K | Buy |
+2,790
| New | +$282K | 0.07% | 115 |
|