Beaumont Financial Advisors’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 | $553K | Sell |
3,678
-1,001
| -21% | -$151K | 0.04% | 210 |
|
|
2025
Q1 | $595K | Hold |
4,679
| – | – | 0.05% | 202 |
|
|
2024
Q4 | $652K | Sell |
4,679
-122
| -3% | -$17K | 0.05% | 193 |
|
|
2024
Q3 | $633K | Hold |
4,801
| – | – | 0.05% | 187 |
|
|
2024
Q2 | $612K | Hold |
4,801
| – | – | 0.05% | 195 |
|
|
2024
Q1 | $563K | Hold |
4,801
| – | – | 0.05% | 192 |
|
|
2023
Q4 | $500K | Hold |
4,801
| – | – | 0.05% | 196 |
|
|
2023
Q3 | $455K | Hold |
4,801
| – | – | 0.05% | 187 |
|
|
2023
Q2 | $469K | Hold |
4,801
| – | – | 0.04% | 197 |
|
|
2023
Q1 | $426K | Hold |
4,801
| – | – | 0.04% | 186 |
|
|
2022
Q4 | $391K | Hold |
4,801
| – | – | 0.04% | 198 |
|
|
2022
Q3 | $385K | Hold |
4,801
| – | – | 0.04% | 203 |
|
|
2022
Q2 | $402K | Hold |
4,801
| – | – | 0.04% | 203 |
|
|
2022
Q1 | $507K | Hold |
4,801
| – | – | 0.04% | 206 |
|
|
2021
Q4 | $555K | Sell |
4,801
-189
| -4% | -$21.8K | 0.04% | 197 |
|
|
2021
Q3 | $511K | Hold |
4,990
| – | – | 0.04% | 200 |
|
|
2021
Q2 | $504K | Hold |
4,990
| – | – | 0.04% | 208 |
|
|
2021
Q1 | $453K | Hold |
4,990
| – | – | 0.04% | 207 |
|
|
2020
Q4 | $443K | Hold |
4,990
| – | – | 0.04% | 213 |
|
|
2020
Q3 | $399K | Hold |
4,990
| – | – | 0.04% | 217 |
|
|
2020
Q2 | $359K | Buy |
4,990
+2
| +0% | +$144 | 0.04% | 211 |
|
|
2020
Q1 | $285K | Sell |
4,988
-446
| -8% | -$25.5K | 0.04% | 193 |
|
|
2019
Q4 | $368K | Sell |
5,434
-536
| -9% | -$36.3K | 0.04% | 206 |
|
|
2019
Q3 | $375K | Buy |
5,970
+546
| +10% | +$34.3K | 0.04% | 191 |
|
|
2019
Q2 | $340K | Buy |
5,424
+1,004
| +23% | +$62.9K | 0.04% | 183 |
|
|
2019
Q1 | $267K | Sell |
4,420
-77
| -2% | -$4.65K | 0.03% | 197 |
|
|
2018
Q4 | $237K | Buy |
+4,497
| New | +$237K | 0.04% | 176 |
|