AAS
Avantax Advisory Services’s iShares Core S&P US Growth ETF IUSG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.5M | Sell |
209,690
-2,612
| -1% | -$393K | 0.17% | 90 |
|
|
2025
Q1 | $27M | Buy |
212,302
+12,176
| +6% | +$1.55M | 0.16% | 98 |
|
|
2024
Q4 | $27.9M | Buy |
200,126
+2,243
| +1% | +$313K | 0.18% | 90 |
|
|
2024
Q3 | $26.1M | Sell |
197,883
-5,211
| -3% | -$687K | 0.17% | 89 |
|
|
2024
Q2 | $25.9M | Buy |
203,094
+5,678
| +3% | +$724K | 0.18% | 84 |
|
|
2024
Q1 | $23.1M | Sell |
197,416
-11
| -0% | -$1.29K | 0.21% | 76 |
|
|
2023
Q4 | $20.6M | Sell |
197,427
-965
| -0.5% | -$100K | 0.2% | 79 |
|
|
2023
Q3 | $18.8M | Sell |
198,392
-1,424
| -0.7% | -$135K | 0.21% | 76 |
|
|
2023
Q2 | $19.5M | Buy |
199,816
+24,831
| +14% | +$2.42M | 0.22% | 77 |
|
|
2023
Q1 | $15.5M | Buy |
174,985
+228
| +0.1% | +$20.2K | 0.19% | 90 |
|
|
2022
Q4 | $14.2M | Sell |
174,757
-9,655
| -5% | -$787K | 0.19% | 91 |
|
|
2022
Q3 | $14.8M | Buy |
184,412
+6,479
| +4% | +$519K | 0.23% | 70 |
|
|
2022
Q2 | $14.9M | Buy |
177,933
+586
| +0.3% | +$49K | 0.22% | 69 |
|
|
2022
Q1 | $18.7M | Buy |
177,347
+23,395
| +15% | +$2.47M | 0.26% | 62 |
|
|
2021
Q4 | $17.8M | Sell |
153,952
-77,864
| -34% | -$9M | 0.27% | 59 |
|
|
2021
Q3 | $23.8M | Buy |
231,816
+8,232
| +4% | +$844K | 0.4% | 32 |
|
|
2021
Q2 | $22.6M | Buy |
223,584
+1,639
| +0.7% | +$166K | 0.41% | 31 |
|
|
2021
Q1 | $20.2M | Sell |
221,945
-8,551
| -4% | -$777K | 0.43% | 34 |
|
|
2020
Q4 | $20.4M | Sell |
230,496
-27,559
| -11% | -$2.44M | 0.49% | 30 |
|
|
2020
Q3 | $20.6M | Sell |
258,055
-3,811
| -1% | -$305K | 0.33% | 53 |
|
|
2020
Q2 | $18.8M | Buy |
261,866
+70,518
| +37% | +$5.07M | 0.54% | 26 |
|
|
2020
Q1 | $10.9M | Buy |
191,348
+121,372
| +173% | +$6.93M | 0.33% | 48 |
|
|
2019
Q4 | $4.74M | Buy |
69,976
+23,279
| +50% | +$1.58M | 0.11% | 120 |
|
|
2019
Q3 | $2.94M | Sell |
46,697
-20,043
| -30% | -$1.26M | 0.12% | 89 |
|
|
2019
Q2 | $4.18M | Buy |
66,740
+6,509
| +11% | +$408K | 0.18% | 69 |
|
|
2019
Q1 | $3.63M | Buy |
60,231
+9,368
| +18% | +$565K | 0.19% | 66 |
|
|
2018
Q4 | $2.69M | Buy |
+50,863
| New | +$2.69M | 0.45% | 56 |
|