Aptus Capital 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 | $196K | Sell |
1,301
-130
| -9% | -$19.6K | ﹤0.01% | 943 |
|
|
2025
Q1 | $182K | Buy |
1,431
+41
| +3% | +$5.21K | ﹤0.01% | 905 |
|
|
2024
Q4 | $194K | Buy |
1,390
+537
| +63% | +$74.8K | ﹤0.01% | 892 |
|
|
2024
Q3 | $113K | Hold |
853
| – | – | ﹤0.01% | 838 |
|
|
2024
Q2 | $109K | Hold |
853
| – | – | ﹤0.01% | 805 |
|
|
2024
Q1 | $100K | Buy |
+853
| New | +$100K | ﹤0.01% | 817 |
|
|
2023
Q4 | – | Sell |
-311
| Closed | -$29.5K | – | 947 |
|
|
2023
Q3 | $29.5K | Buy |
311
+173
| +125% | +$16.4K | ﹤0.01% | 722 |
|
|
2023
Q2 | $13.5K | Buy |
138
+103
| +294% | +$10.1K | ﹤0.01% | 666 |
|
|
2023
Q1 | $3.09K | Buy |
+35
| New | +$3.09K | ﹤0.01% | 745 |
|
|
2022
Q4 | – | Sell |
-106
| Closed | -$8K | – | 818 |
|
|
2022
Q3 | $8K | Buy |
+106
| New | +$8K | ﹤0.01% | 674 |
|