Birchcreek Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.6M | Buy |
117,182
+4,580
| +4% | +$689K | 9.98% | 2 |
|
|
2025
Q1 | $14.3M | Buy |
112,602
+9,994
| +10% | +$1.27M | 9.03% | 2 |
|
|
2024
Q4 | $14.3M | Sell |
102,608
-1,530
| -1% | -$213K | 8.98% | 2 |
|
|
2024
Q3 | $13.7M | Sell |
104,138
-163
| -0.2% | -$21.5K | 9% | 2 |
|
|
2024
Q2 | $13.3M | Sell |
104,301
-2,608
| -2% | -$332K | 7.49% | 1 |
|
|
2024
Q1 | $12.5M | Buy |
106,909
+1,401
| +1% | +$164K | 6.59% | 1 |
|
|
2023
Q4 | $11M | Buy |
105,508
+2,105
| +2% | +$219K | 6.57% | 1 |
|
|
2023
Q3 | $9.81M | Buy |
103,403
+14,914
| +17% | +$1.41M | 6.65% | 1 |
|
|
2023
Q2 | $8.64M | Buy |
88,489
+15,471
| +21% | +$1.51M | 6.03% | 1 |
|
|
2023
Q1 | $6.48M | Buy |
73,018
+13,433
| +23% | +$1.19M | 5.13% | 1 |
|
|
2022
Q4 | $4.86M | Buy |
59,585
+2,332
| +4% | +$190K | 4.32% | 2 |
|
|
2022
Q3 | $4.59M | Buy |
57,253
+1,788
| +3% | +$143K | 4.26% | 3 |
|
|
2022
Q2 | $4.64M | Buy |
55,465
+15,443
| +39% | +$1.29M | 4.17% | 3 |
|
|
2022
Q1 | $4.23M | Buy |
40,022
+5,664
| +16% | +$598K | 3.75% | 4 |
|
|
2021
Q4 | $3.97M | Buy |
34,358
+2,871
| +9% | +$332K | 3.47% | 5 |
|
|
2021
Q3 | $3.23M | Sell |
31,487
-603
| -2% | -$61.8K | 3.01% | 7 |
|
|
2021
Q2 | $3.24M | Buy |
32,090
+1,971
| +7% | +$199K | 3.12% | 7 |
|
|
2021
Q1 | $2.74M | Buy |
30,119
+3,159
| +12% | +$287K | 2.89% | 7 |
|
|
2020
Q4 | $2.39M | Buy |
+26,960
| New | +$2.39M | 2.35% | 9 |
|