Atria Wealth Solutions’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 | $8.48M | Buy |
55,936
+5,576
| +11% | +$845K | 0.19% | 121 |
|
|
2025
Q1 | $6.4M | Buy |
50,360
+4,288
| +9% | +$545K | 0.08% | 269 |
|
|
2024
Q4 | $6.42M | Buy |
46,072
+8,740
| +23% | +$1.22M | 0.07% | 286 |
|
|
2024
Q3 | $4.92M | Buy |
37,332
+5,631
| +18% | +$743K | 0.05% | 352 |
|
|
2024
Q2 | $4.04M | Buy |
31,701
+649
| +2% | +$82.7K | 0.04% | 386 |
|
|
2024
Q1 | $3.64M | Sell |
31,052
-461
| -1% | -$54K | 0.04% | 427 |
|
|
2023
Q4 | $3.28M | Buy |
31,513
+1,432
| +5% | +$149K | 0.04% | 434 |
|
|
2023
Q3 | $2.85M | Buy |
30,081
+1,840
| +7% | +$175K | 0.04% | 452 |
|
|
2023
Q2 | $2.76M | Sell |
28,241
-2,943
| -9% | -$287K | 0.04% | 467 |
|
|
2023
Q1 | $2.77M | Sell |
31,184
-3,724
| -11% | -$331K | 0.04% | 430 |
|
|
2022
Q4 | $2.85M | Sell |
34,908
-59
| -0.2% | -$4.81K | 0.05% | 397 |
|
|
2022
Q3 | $2.8M | Buy |
34,967
+15,883
| +83% | +$1.27M | 0.05% | 366 |
|
|
2022
Q2 | $1.6M | Sell |
19,084
-8,951
| -32% | -$749K | 0.03% | 502 |
|
|
2022
Q1 | $2.96M | Buy |
+28,035
| New | +$2.96M | 0.05% | 375 |
|