Arkadios Wealth 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 | $279K | Buy |
1,854
+39
| +2% | +$5.87K | 0.01% | 1054 |
|
|
2025
Q1 | $231K | Buy |
1,815
+4
| +0.2% | +$508 | 0.01% | 995 |
|
|
2024
Q4 | $252K | Sell |
1,811
-172
| -9% | -$24K | 0.01% | 784 |
|
|
2024
Q3 | $262K | Buy |
1,983
+51
| +3% | +$6.73K | 0.01% | 760 |
|
|
2024
Q2 | $246K | Buy |
+1,932
| New | +$246K | 0.02% | 699 |
|
|
2021
Q4 | – | Sell |
-470
| Closed | -$48K | – | 1172 |
|
|
2021
Q3 | $48K | Buy |
470
+350
| +292% | +$35.7K | 0.01% | 883 |
|
|
2021
Q2 | $12K | Buy |
+120
| New | +$12K | ﹤0.01% | 1478 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 1690 |
|
|
2020
Q1 | – | Sell |
-29
| Closed | -$2.11K | – | 1249 |
|
|
2019
Q4 | $2.11K | Buy |
+29
| New | +$2.11K | ﹤0.01% | 814 |
|