Beaumont Financial Advisors’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 | $605K | Hold |
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|
2025
Q2 | $553K | Sell |
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|
2025
Q1 | $595K | Hold |
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|
2024
Q4 | $652K | Sell |
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|
2024
Q3 | $633K | Hold |
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|
2024
Q2 | $612K | Hold |
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|
2024
Q1 | $563K | Hold |
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|
2023
Q4 | $500K | Hold |
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|
2023
Q3 | $455K | Hold |
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|
2023
Q2 | $469K | Hold |
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|
2023
Q1 | $426K | Hold |
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|
2022
Q4 | $391K | Hold |
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|
2022
Q3 | $385K | Hold |
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|
2022
Q2 | $402K | Hold |
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|
2022
Q1 | $507K | Hold |
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|
2021
Q4 | $555K | Sell |
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|
2021
Q3 | $511K | Hold |
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|
2021
Q2 | $504K | Hold |
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|
2021
Q1 | $453K | Hold |
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|
2020
Q4 | $443K | Hold |
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|
2020
Q3 | $399K | Hold |
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|
2020
Q2 | $359K | Buy |
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|
2020
Q1 | $285K | Sell |
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|
2019
Q4 | $368K | Sell |
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|
2019
Q3 | $375K | Buy |
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|
2019
Q2 | $340K | Buy |
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|
2019
Q1 | $267K | Sell |
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|
2018
Q4 | $237K | Buy |
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