Benedetti & Gucer’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
2024
Q1
$3.01M Buy
25,682
+311
+1% +$36.5K 1.5% 14
2023
Q4
$2.64M Buy
25,371
+2,011
+9% +$209K 1.38% 17
2023
Q3
$2.22M Buy
23,360
+661
+3% +$62.7K 1.21% 18
2023
Q2
$2.22M Sell
22,699
-1,031
-4% -$101K 1.14% 18
2023
Q1
$2.11M Buy
23,730
+1
+0% +$89 1.21% 16
2022
Q4
$1.93M Buy
23,729
+1,123
+5% +$91.5K 1.42% 15
2022
Q3
$1.81M Sell
22,606
-1,683
-7% -$135K 1.43% 15
2022
Q2
$2.1M Sell
24,289
-1,285
-5% -$111K 1.42% 20
2022
Q1
$2.7M Buy
25,574
+141
+0.6% +$14.9K 1.81% 12
2021
Q4
$2.94M Sell
25,433
-317
-1% -$36.6K 1.99% 9
2021
Q3
$2.64M Buy
25,750
+731
+3% +$74.9K 2.01% 8
2021
Q2
$2.53M Buy
25,019
+1,865
+8% +$188K 2.27% 6
2021
Q1
$2.1M Buy
+23,154
New +$2.1M 1.93% 10