BHWM
Beaird Harris Wealth Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-114
| Closed | -$12.9K | – | 636 |
|
|
2024
Q2 | $12.9K | Hold |
114
| – | – | ﹤0.01% | 349 |
|
|
2024
Q1 | $12.9K | Hold |
114
| – | – | ﹤0.01% | 314 |
|
|
2023
Q4 | $0 | Hold |
114
| – | – | ﹤0.01% | 615 |
|
|
2023
Q3 | $9.01K | Hold |
114
| – | – | ﹤0.01% | 278 |
|
|
2023
Q2 | $9.01K | Hold |
114
| – | – | ﹤0.01% | 275 |
|
|
2023
Q1 | $9.01K | Hold |
114
| – | – | ﹤0.01% | 276 |
|
|
2022
Q4 | $9.01K | Hold |
114
| – | – | ﹤0.01% | 337 |
|
|
2022
Q3 | $9K | Buy |
+114
| New | +$9K | ﹤0.01% | 290 |
|
|
2022
Q2 | – | Sell |
-114
| Closed | -$9K | – | 506 |
|
|
2022
Q1 | $9K | Hold |
114
| – | – | ﹤0.01% | 347 |
|
|
2021
Q4 | $9K | Buy |
+114
| New | +$9K | ﹤0.01% | 415 |
|