Bernardo Wealth Planning’s iShares Core S&P US Growth ETF IUSG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $339K | Hold |
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|
2025
Q2 | $310K | Hold |
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|
2025
Q1 | $262K | Buy |
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|
2024
Q4 | $283K | Hold |
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|
2024
Q3 | $273K | Hold |
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|
2024
Q2 | $261K | Hold |
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|
2024
Q1 | $240K | Hold |
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|
2023
Q4 | $213K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $215K | Hold |
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|
2021
Q4 | $236K | Hold |
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|
2021
Q3 | $209K | Hold |
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|
2021
Q2 | $206K | Buy |
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