Betterment LLC’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 | $788K | Sell |
5,238
-535
| -9% | -$80.5K | ﹤0.01% | 293 |
|
|
2025
Q1 | $734K | Buy |
5,773
+260
| +5% | +$33.1K | ﹤0.01% | 295 |
|
|
2024
Q4 | $768K | Sell |
5,513
-434
| -7% | -$60.5K | ﹤0.01% | 276 |
|
|
2024
Q3 | $784K | Sell |
5,947
-387
| -6% | -$51K | ﹤0.01% | 260 |
|
|
2024
Q2 | $807K | Buy |
6,334
+1,013
| +19% | +$129K | ﹤0.01% | 242 |
|
|
2024
Q1 | $624K | Buy |
5,321
+959
| +22% | +$112K | ﹤0.01% | 239 |
|
|
2023
Q4 | $454K | Buy |
4,362
+117
| +3% | +$12.2K | ﹤0.01% | 234 |
|
|
2023
Q3 | $403K | Buy |
4,245
+631
| +17% | +$59.9K | ﹤0.01% | 231 |
|
|
2023
Q2 | $353K | Buy |
3,614
+237
| +7% | +$23.1K | ﹤0.01% | 229 |
|
|
2023
Q1 | $300K | Buy |
+3,377
| New | +$300K | ﹤0.01% | 233 |
|