Baron Silver Stevens Financial 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 | $240K | Hold |
1,593
| – | – | 0.04% | 124 |
|
|
2025
Q1 | $202K | Hold |
1,593
| – | – | 0.04% | 123 |
|
|
2024
Q4 | $222K | Buy |
+1,593
| New | +$222K | 0.04% | 116 |
|
|
2023
Q3 | – | Sell |
-2,131
| Closed | -$208K | – | 109 |
|
|
2023
Q2 | $208K | Buy |
+2,131
| New | +$208K | 0.05% | 107 |
|
|
2022
Q4 | – | Sell |
-2,131
| Closed | -$16.7K | – | 120 |
|
|
2022
Q3 | $16.7K | Buy |
+2,131
| New | +$16.7K | 4.55% | 7 |
|
|
2022
Q2 | – | Sell |
-2,131
| Closed | -$225K | – | 107 |
|
|
2022
Q1 | $225K | Buy |
+2,131
| New | +$225K | 0.05% | 88 |
|