Barrett & Company’s iShares Core S&P US Growth ETF IUSG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $255K | Buy |
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|
2025
Q2 | $230K | Buy |
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|
2025
Q1 | $195K | Buy |
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|
2024
Q4 | $210K | Hold |
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|
2024
Q3 | $198K | Buy |
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|
2024
Q2 | $192K | Buy |
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|
2024
Q1 | $176K | Hold |
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|
2023
Q4 | $156K | Buy |
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|
2023
Q3 | $142K | Hold |
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|
2023
Q2 | $146K | Buy |
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|
2023
Q1 | $133K | Sell |
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|
2022
Q4 | $124K | Hold |
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|
2022
Q3 | $124K | Buy |
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