Bartlett & Co Wealth Management’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 | $51.9K | Buy |
345
+23
| +7% | +$3.46K | ﹤0.01% | 650 |
|
|
2025
Q1 | $40.9K | Hold |
322
| – | – | ﹤0.01% | 688 |
|
|
2024
Q4 | $44.9K | Hold |
322
| – | – | ﹤0.01% | 675 |
|
|
2024
Q3 | $42.5K | Hold |
322
| – | – | ﹤0.01% | 686 |
|
|
2024
Q2 | $41K | Buy |
+322
| New | +$41K | ﹤0.01% | 689 |
|
|
2023
Q1 | – | Sell |
-137
| Closed | -$11.2K | – | 1081 |
|
|
2022
Q4 | $11.2K | Hold |
137
| – | – | ﹤0.01% | 812 |
|
|
2022
Q3 | $11K | Hold |
137
| – | – | ﹤0.01% | 812 |
|
|
2022
Q2 | $11.5K | Hold |
137
| – | – | ﹤0.01% | 838 |
|
|
2022
Q1 | $14.5K | Buy |
+137
| New | +$14.5K | ﹤0.01% | 777 |
|
|
2021
Q4 | – | Sell |
-137
| Closed | -$14K | – | 644 |
|
|
2021
Q3 | $14K | Sell |
137
-85
| -38% | -$8.71K | ﹤0.01% | 669 |
|
|
2021
Q2 | $22.4K | Hold |
222
| – | – | ﹤0.01% | 615 |
|
|
2021
Q1 | $20.2K | Buy |
222
+85
| +62% | +$7.72K | ﹤0.01% | 666 |
|
|
2020
Q4 | $12.2K | Buy |
137
+86
| +169% | +$7.63K | ﹤0.01% | 710 |
|
|
2020
Q3 | $4.08K | Buy |
+51
| New | +$4.08K | ﹤0.01% | 748 |
|