Bernardo Wealth Planning’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 | $310K | Hold |
2,059
| – | – | 0.07% | 92 |
|
|
2025
Q1 | $262K | Buy |
2,059
+15
| +0.7% | +$1.91K | 0.06% | 99 |
|
|
2024
Q4 | $283K | Hold |
2,044
| – | – | 0.07% | 91 |
|
|
2024
Q3 | $273K | Hold |
2,044
| – | – | 0.07% | 90 |
|
|
2024
Q2 | $261K | Hold |
2,044
| – | – | 0.07% | 85 |
|
|
2024
Q1 | $240K | Hold |
2,044
| – | – | 0.07% | 90 |
|
|
2023
Q4 | $213K | Buy |
+2,044
| New | +$213K | 0.07% | 83 |
|
|
2022
Q2 | – | Sell |
-2,044
| Closed | -$215K | – | 89 |
|
|
2022
Q1 | $215K | Hold |
2,044
| – | – | 0.11% | 79 |
|
|
2021
Q4 | $236K | Hold |
2,044
| – | – | 0.12% | 75 |
|
|
2021
Q3 | $209K | Hold |
2,044
| – | – | 0.12% | 72 |
|
|
2021
Q2 | $206K | Buy |
+2,044
| New | +$206K | 0.12% | 71 |
|