Bartlett & Co Wealth Management’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 | $53K | Sell |
|
|||||
|
2025
Q2 | $51.9K | Buy |
|
|||||
|
2025
Q1 | $40.9K | Hold |
|
|||||
|
2024
Q4 | $44.9K | Hold |
|
|||||
|
2024
Q3 | $42.5K | Hold |
|
|||||
|
2024
Q2 | $41K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $11.2K | Hold |
|
|||||
|
2022
Q3 | $11K | Hold |
|
|||||
|
2022
Q2 | $11.5K | Hold |
|
|||||
|
2022
Q1 | $14.5K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $14K | Sell |
|
|||||
|
2021
Q2 | $22.4K | Hold |
|
|||||
|
2021
Q1 | $20.2K | Buy |
|
|||||
|
2020
Q4 | $12.2K | Buy |
|
|||||
|
2020
Q3 | $4.08K | Buy |
|