Bartlett & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-137
| Closed | -$11K | – | 1063 |
|
|
2022
Q4 | $11K | Hold |
137
| – | – | ﹤0.01% | 814 |
|
|
2022
Q3 | $11K | Hold |
137
| – | – | ﹤0.01% | 808 |
|
|
2022
Q2 | $11K | Hold |
137
| – | – | ﹤0.01% | 844 |
|
|
2022
Q1 | $14K | Buy |
+137
| New | +$14K | ﹤0.01% | 781 |
|
|
2021
Q4 | – | Sell |
-137
| Closed | -$14K | – | 644 |
|
|
2021
Q3 | $14K | Sell |
137
-85
| -38% | -$8.69K | ﹤0.01% | 672 |
|
|
2021
Q2 | $22K | Hold |
222
| – | – | ﹤0.01% | 615 |
|
|
2021
Q1 | $20K | Buy |
222
+85
| +62% | +$7.66K | ﹤0.01% | 666 |
|
|
2020
Q4 | $12K | Buy |
137
+86
| +169% | +$7.53K | ﹤0.01% | 715 |
|
|
2020
Q3 | $4K | Buy |
+51
| New | +$4K | ﹤0.01% | 747 |
|