Berkshire Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-8,898
| Closed | -$1.03M | – | 212 |
|
|
2021
Q4 | $1.03M | Buy |
8,898
+5,959
| +203% | +$689K | 0.06% | 119 |
|
|
2021
Q3 | $301K | Sell |
2,939
-999
| -25% | -$102K | 0.02% | 197 |
|
|
2021
Q2 | $398K | Buy |
+3,938
| New | +$398K | 0.03% | 173 |
|
|
2019
Q1 | – | Sell |
-4,127
| Closed | -$217K | – | 225 |
|
|
2018
Q4 | $217K | Buy |
+4,127
| New | +$217K | 0.02% | 200 |
|
|
2017
Q3 | – | Sell |
-7,716
| Closed | -$374K | – | 199 |
|
|
2017
Q2 | $374K | Buy |
+7,716
| New | +$374K | 0.04% | 143 |
|
|
2017
Q1 | – | Sell |
-9,551
| Closed | -$410K | – | 194 |
|
|
2016
Q4 | $410K | Buy |
+9,551
| New | +$410K | 0.05% | 128 |
|