AE 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 | $4.4M | Sell |
29,249
-1,788
| -6% | -$269K | 0.03% | 374 |
|
|
2025
Q1 | $3.94M | Buy |
31,037
+7,470
| +32% | +$949K | 0.03% | 391 |
|
|
2024
Q4 | $3.28M | Sell |
23,567
-35,084
| -60% | -$4.89M | 0.03% | 427 |
|
|
2024
Q3 | $7.74M | Buy |
58,651
+11,677
| +25% | +$1.54M | 0.07% | 267 |
|
|
2024
Q2 | $5.99M | Buy |
46,974
+42,418
| +931% | +$5.41M | 0.06% | 294 |
|
|
2024
Q1 | $534K | Sell |
4,556
-143,789
| -97% | -$16.9M | 0.01% | 803 |
|
|
2023
Q4 | $16.1M | Sell |
148,345
-116,037
| -44% | -$12.6M | 0.08% | 283 |
|
|
2023
Q3 | $25.1M | Buy |
264,382
+130,289
| +97% | +$12.4M | 0.15% | 155 |
|
|
2023
Q2 | $13.1M | Sell |
134,093
-39,872
| -23% | -$3.89M | 0.08% | 309 |
|
|
2023
Q1 | $15.4M | Buy |
173,965
+61,097
| +54% | +$5.42M | 0.1% | 244 |
|
|
2022
Q4 | $9.2M | Buy |
112,868
+7,499
| +7% | +$611K | 0.07% | 341 |
|
|
2022
Q3 | $8.45M | Sell |
105,369
-2,548
| -2% | -$204K | 0.07% | 313 |
|
|
2022
Q2 | $9.03M | Sell |
107,917
-8,005
| -7% | -$670K | 0.07% | 294 |
|
|
2022
Q1 | $12.2M | Buy |
115,922
+3,145
| +3% | +$332K | 0.08% | 247 |
|
|
2021
Q4 | $13M | Sell |
112,777
-455,614
| -80% | -$52.7M | 0.09% | 219 |
|
|
2021
Q3 | $58.2M | Buy |
568,391
+468,520
| +469% | +$48M | 0.48% | 39 |
|
|
2021
Q2 | $10.1M | Sell |
99,871
-384,852
| -79% | -$38.9M | 0.09% | 221 |
|
|
2021
Q1 | $44M | Buy |
484,723
+279,408
| +136% | +$25.4M | 0.44% | 44 |
|
|
2020
Q4 | $18.2M | Buy |
205,315
+110,134
| +116% | +$9.77M | 0.21% | 115 |
|
|
2020
Q3 | $7.61M | Sell |
95,181
-131,596
| -58% | -$10.5M | 0.11% | 173 |
|
|
2020
Q2 | $16.3M | Buy |
226,777
+136,755
| +152% | +$9.83M | 0.25% | 96 |
|
|
2020
Q1 | $5.14M | Buy |
90,022
+43,692
| +94% | +$2.49M | 0.12% | 158 |
|
|
2019
Q4 | $3.13M | Buy |
46,330
+39,943
| +625% | +$2.7M | 0.07% | 254 |
|
|
2019
Q3 | $402K | Buy |
6,387
+1,447
| +29% | +$91.1K | 0.01% | 677 |
|
|
2019
Q2 | $310K | Buy |
+4,940
| New | +$310K | 0.01% | 737 |
|