Berman Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $590K | Buy |
5,765
+11
| +0.2% | +$1.13K | 0.09% | 116 |
|
|
2021
Q2 | $581K | Sell |
5,754
-9,180
| -61% | -$927K | 0.09% | 104 |
|
|
2021
Q1 | $1.36M | Buy |
14,934
+10
| +0.1% | +$907 | 0.28% | 48 |
|
|
2020
Q4 | $1.32M | Buy |
14,924
+15
| +0.1% | +$1.33K | 0.32% | 46 |
|
|
2020
Q3 | $1.19M | Buy |
14,909
+16
| +0.1% | +$1.28K | 0.34% | 40 |
|
|
2020
Q2 | $1.07M | Buy |
14,893
+15
| +0.1% | +$1.08K | 0.28% | 49 |
|
|
2020
Q1 | $849K | Buy |
14,878
+18
| +0.1% | +$1.03K | 0.27% | 42 |
|
|
2019
Q4 | $1.01M | Buy |
14,860
+35
| +0.2% | +$2.37K | 0.29% | 37 |
|
|
2019
Q3 | $932K | Buy |
14,825
+21
| +0.1% | +$1.32K | 0.29% | 37 |
|
|
2019
Q2 | $927K | Buy |
14,804
+24
| +0.2% | +$1.5K | 0.3% | 38 |
|
|
2019
Q1 | $891K | Buy |
14,780
+18
| +0.1% | +$1.09K | 0.3% | 38 |
|
|
2018
Q4 | $777K | Buy |
14,762
+36
| +0.2% | +$1.9K | 0.31% | 36 |
|
|
2018
Q3 | $915K | Buy |
14,726
+16
| +0.1% | +$994 | 0.39% | 35 |
|
|
2018
Q2 | $841K | Buy |
14,710
+9,189
| +166% | +$525K | 0.29% | 44 |
|
|
2018
Q1 | $302K | Buy |
5,521
+16
| +0.3% | +$875 | 0.12% | 78 |
|
|
2017
Q4 | $296K | Buy |
+5,505
| New | +$296K | 0.1% | 77 |
|