Andesa Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,420
| Closed | -$279K | – | 133 |
|
|
2022
Q4 | $279K | Buy |
+3,420
| New | +$279K | 0.15% | 121 |
|
|
2022
Q3 | – | Sell |
-12,742
| Closed | -$1.07M | – | 157 |
|
|
2022
Q2 | $1.07M | Buy |
12,742
+4,730
| +59% | +$396K | 0.67% | 48 |
|
|
2022
Q1 | $847K | Buy |
+8,012
| New | +$847K | 0.46% | 58 |
|
|
2020
Q2 | – | Sell |
-3,800
| Closed | -$217K | – | 118 |
|
|
2020
Q1 | $217K | Buy |
+3,800
| New | +$217K | 0.24% | 78 |
|
|
2019
Q1 | – | Sell |
-7,102
| Closed | -$374K | – | 148 |
|
|
2018
Q4 | $374K | Buy |
+7,102
| New | +$374K | 0.45% | 58 |
|