Bennett Selby Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $704K | Hold |
4,678
| – | – | 0.25% | 53 |
|
|
2025
Q1 | $594K | Sell |
4,678
-320
| -6% | -$40.7K | 0.24% | 52 |
|
|
2024
Q4 | $696K | Hold |
4,998
| – | – | 0.28% | 48 |
|
|
2024
Q3 | $659K | Sell |
4,998
-2
| -0% | -$264 | 0.28% | 46 |
|
|
2024
Q2 | $637K | Hold |
5,000
| – | – | 0.29% | 45 |
|
|
2024
Q1 | $586K | Hold |
5,000
| – | – | 0.27% | 44 |
|
|
2023
Q4 | $521K | Hold |
5,000
| – | – | 0.27% | 44 |
|
|
2023
Q3 | $474K | Hold |
5,000
| – | – | 0.28% | 43 |
|
|
2023
Q2 | $488K | Sell |
5,000
-200
| -4% | -$19.5K | 0.28% | 45 |
|
|
2023
Q1 | $462K | Sell |
5,200
-430
| -8% | -$38.2K | 0.3% | 43 |
|
|
2022
Q4 | $459K | Hold |
5,630
| – | – | 0.34% | 41 |
|
|
2022
Q3 | $451K | Hold |
5,630
| – | – | 0.36% | 40 |
|
|
2022
Q2 | $471K | Sell |
5,630
-10
| -0.2% | -$837 | 0.36% | 38 |
|
|
2022
Q1 | $596K | Hold |
5,640
| – | – | 0.36% | 42 |
|
|
2021
Q4 | $652K | Hold |
5,640
| – | – | 0.38% | 38 |
|
|
2021
Q3 | $578K | Hold |
5,640
| – | – | 0.38% | 39 |
|
|
2021
Q2 | $570K | Hold |
5,640
| – | – | 0.39% | 38 |
|
|
2021
Q1 | $512K | Hold |
5,640
| – | – | 0.4% | 42 |
|
|
2020
Q4 | $500K | Buy |
+5,640
| New | +$500K | 0.43% | 40 |
|