Bedel Financial Consulting’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
Q2 | $809K | Hold |
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|
2025
Q1 | $709K | Hold |
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|
2024
Q4 | $774K | Sell |
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|
2024
Q3 | $712K | Sell |
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|
2024
Q2 | $693K | Buy |
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|
2024
Q1 | $633K | Sell |
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|
2023
Q4 | $570K | Hold |
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|
2023
Q3 | $520K | Hold |
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|
2023
Q2 | $535K | Buy |
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|
2023
Q1 | $481K | Hold |
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|
2022
Q4 | $441K | Hold |
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|
2022
Q3 | $439K | Sell |
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|
2022
Q2 | $525K | Buy |
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|
2022
Q1 | $572K | Hold |
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|
2021
Q4 | $626K | Sell |
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|
2021
Q3 | $563K | Buy |
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|
2021
Q2 | $543K | Buy |
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|
2021
Q1 | $486K | Sell |
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|
2020
Q4 | $475K | Sell |
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|
2020
Q3 | $432K | Buy |
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|
2020
Q2 | $381K | Hold |
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|
2020
Q1 | $303K | Hold |
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|
2019
Q4 | $358K | Sell |
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|
2019
Q3 | $1.64M | Hold |
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|
2019
Q2 | $1.64M | Hold |
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|
2019
Q1 | $1.57M | Buy |
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|
2018
Q4 | $1.19M | Sell |
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|
2018
Q3 | $1.39M | Hold |
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|
2018
Q2 | $1.34M | Buy |
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|
2018
Q1 | $1.27M | Buy |
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|
2017
Q4 | $285K | Buy |
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