Advisory Alpha’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,209
| Closed | -$371K | – | 282 |
|
|
2021
Q4 | $371K | Buy |
3,209
+1,146
| +56% | +$132K | 0.02% | 197 |
|
|
2021
Q3 | $211K | Buy |
+2,063
| New | +$211K | 0.01% | 231 |
|
|
2020
Q4 | – | Sell |
-415
| Closed | -$34K | – | 357 |
|
|
2020
Q3 | $34K | Buy |
+415
| New | +$34K | 0.01% | 245 |
|
|
2020
Q2 | – | Sell |
-105
| Closed | -$6.57K | – | 344 |
|
|
2020
Q1 | $6.57K | Buy |
+105
| New | +$6.57K | ﹤0.01% | 458 |
|