Ancora 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 | $595K | Hold |
3,955
| – | – | 0.01% | 488 |
|
|
2025
Q1 | $503K | Sell |
3,955
-536
| -12% | -$68.1K | 0.01% | 512 |
|
|
2024
Q4 | $626K | Buy |
4,491
+1,139
| +34% | +$159K | 0.01% | 469 |
|
|
2024
Q3 | $442K | Sell |
3,352
-257
| -7% | -$33.9K | 0.01% | 525 |
|
|
2024
Q2 | $460K | Buy |
3,609
+258
| +8% | +$32.9K | 0.01% | 503 |
|
|
2024
Q1 | $393K | Buy |
3,351
+332
| +11% | +$38.9K | 0.01% | 531 |
|
|
2023
Q4 | $314K | Buy |
3,019
+281
| +10% | +$29.3K | 0.01% | 561 |
|
|
2023
Q3 | $260K | Hold |
2,738
| – | – | 0.01% | 593 |
|
|
2023
Q2 | $267K | Buy |
2,738
+49
| +2% | +$4.78K | 0.01% | 576 |
|
|
2023
Q1 | $239K | Sell |
2,689
-68
| -2% | -$6.04K | 0.01% | 598 |
|
|
2022
Q4 | $224K | Sell |
2,757
-93
| -3% | -$7.56K | 0.01% | 626 |
|
|
2022
Q3 | $229K | Hold |
2,850
| – | – | 0.01% | 670 |
|
|
2022
Q2 | $239K | Sell |
2,850
-74
| -3% | -$6.21K | 0.01% | 688 |
|
|
2022
Q1 | $309K | Buy |
2,924
+139
| +5% | +$14.7K | 0.01% | 669 |
|
|
2021
Q4 | $322K | Buy |
2,785
+53
| +2% | +$6.13K | 0.01% | 658 |
|
|
2021
Q3 | $280K | Hold |
2,732
| – | – | 0.01% | 684 |
|
|
2021
Q2 | $276K | Sell |
2,732
-148
| -5% | -$15K | 0.01% | 677 |
|
|
2021
Q1 | $261K | Buy |
2,880
+135
| +5% | +$12.2K | 0.01% | 655 |
|
|
2020
Q4 | $243K | Buy |
2,745
+82
| +3% | +$7.26K | 0.01% | 580 |
|
|
2020
Q3 | $213K | Sell |
2,663
-188
| -7% | -$15K | 0.01% | 580 |
|
|
2020
Q2 | $204K | Buy |
2,851
+539
| +23% | +$38.6K | 0.01% | 569 |
|
|
2020
Q1 | $132K | Buy |
2,312
+183
| +9% | +$10.4K | 0.01% | 700 |
|
|
2019
Q4 | $144K | Buy |
+2,129
| New | +$144K | 0.01% | 702 |
|
|
2018
Q4 | – | Sell |
-1,949
| Closed | -$121K | – | 915 |
|
|
2018
Q3 | $121K | Buy |
+1,949
| New | +$121K | ﹤0.01% | 719 |
|