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 |
|