BFC
Bedel Financial Consulting’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $809K | Hold |
5,379
| – | – | 0.11% | 107 |
|
|
2025
Q1 | $709K | Hold |
5,379
| – | – | 0.1% | 109 |
|
|
2024
Q4 | $774K | Sell |
5,379
-18
| -0.3% | -$2.59K | 0.11% | 106 |
|
|
2024
Q3 | $712K | Sell |
5,397
-43
| -0.8% | -$5.67K | 0.1% | 108 |
|
|
2024
Q2 | $693K | Buy |
5,440
+43
| +0.8% | +$5.48K | 0.1% | 102 |
|
|
2024
Q1 | $633K | Sell |
5,397
-83
| -2% | -$9.73K | 0.1% | 116 |
|
|
2023
Q4 | $570K | Hold |
5,480
| – | – | 0.1% | 119 |
|
|
2023
Q3 | $520K | Hold |
5,480
| – | – | 0.11% | 118 |
|
|
2023
Q2 | $535K | Buy |
5,480
+65
| +1% | +$6.35K | 0.11% | 114 |
|
|
2023
Q1 | $481K | Hold |
5,415
| – | – | 0.12% | 116 |
|
|
2022
Q4 | $441K | Hold |
5,415
| – | – | 0.11% | 120 |
|
|
2022
Q3 | $439K | Sell |
5,415
-857
| -14% | -$69.5K | 0.12% | 122 |
|
|
2022
Q2 | $525K | Buy |
6,272
+857
| +16% | +$71.7K | 0.15% | 91 |
|
|
2022
Q1 | $572K | Hold |
5,415
| – | – | 0.18% | 77 |
|
|
2021
Q4 | $626K | Sell |
5,415
-79
| -1% | -$9.13K | 0.19% | 75 |
|
|
2021
Q3 | $563K | Buy |
5,494
+115
| +2% | +$11.8K | 0.19% | 79 |
|
|
2021
Q2 | $543K | Buy |
5,379
+31
| +0.6% | +$3.13K | 0.19% | 81 |
|
|
2021
Q1 | $486K | Sell |
5,348
-12
| -0.2% | -$1.09K | 0.19% | 88 |
|
|
2020
Q4 | $475K | Sell |
5,360
-36
| -0.7% | -$3.19K | 0.21% | 75 |
|
|
2020
Q3 | $432K | Buy |
5,396
+96
| +2% | +$7.69K | 0.22% | 68 |
|
|
2020
Q2 | $381K | Hold |
5,300
| – | – | 0.21% | 74 |
|
|
2020
Q1 | $303K | Hold |
5,300
| – | – | 0.2% | 79 |
|
|
2019
Q4 | $358K | Sell |
5,300
-20,801
| -80% | -$1.41M | 0.2% | 89 |
|
|
2019
Q3 | $1.64M | Hold |
26,101
| – | – | 0.99% | 14 |
|
|
2019
Q2 | $1.64M | Hold |
26,101
| – | – | 0.99% | 14 |
|
|
2019
Q1 | $1.57M | Buy |
26,101
+3,573
| +16% | +$215K | 1% | 14 |
|
|
2018
Q4 | $1.19M | Sell |
22,528
-864
| -4% | -$45.5K | 0.85% | 16 |
|
|
2018
Q3 | $1.39M | Hold |
23,392
| – | – | 0.93% | 14 |
|
|
2018
Q2 | $1.34M | Buy |
23,392
+145
| +0.6% | +$8.29K | 0.98% | 14 |
|
|
2018
Q1 | $1.27M | Buy |
23,247
+17,947
| +339% | +$980K | 0.97% | 15 |
|
|
2017
Q4 | $285K | Buy |
+5,300
| New | +$285K | 0.26% | 98 |
|