Avidian Wealth Enterprises’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 | $217K | Sell |
1,442
-380
| -21% | -$57.2K | 0.01% | 509 |
|
|
2025
Q1 | $231K | Buy |
+1,822
| New | +$231K | 0.01% | 477 |
|
|
2023
Q3 | – | Sell |
-10,795
| Closed | -$1.05M | – | 411 |
|
|
2023
Q2 | $1.05M | Buy |
+10,795
| New | +$1.05M | 0.07% | 172 |
|
|
2022
Q1 | – | Sell |
-1,989
| Closed | -$230K | – | 526 |
|
|
2021
Q4 | $230K | Buy |
+1,989
| New | +$230K | 0.01% | 453 |
|