BOK Financial Private Wealth’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 | $264K | Sell |
1,756
-88
| -5% | -$13.2K | 0.02% | 155 |
|
|
2025
Q1 | $234K | Hold |
1,844
| – | – | 0.02% | 159 |
|
|
2024
Q4 | $257K | Hold |
1,844
| – | – | 0.02% | 159 |
|
|
2024
Q3 | $243K | Hold |
1,844
| – | – | 0.02% | 162 |
|
|
2024
Q2 | $235K | Hold |
1,844
| – | – | 0.02% | 164 |
|
|
2024
Q1 | $216K | Hold |
1,844
| – | – | 0.02% | 167 |
|
|
2023
Q4 | $192K | Hold |
1,844
| – | – | 0.02% | 167 |
|
|
2023
Q3 | $176K | Hold |
1,844
| – | – | 0.02% | 161 |
|
|
2023
Q2 | $180K | Hold |
1,844
| – | – | 0.01% | 160 |
|
|
2023
Q1 | $164K | Hold |
1,844
| – | – | 0.01% | 166 |
|
|
2022
Q4 | $150K | Sell |
1,844
-276
| -13% | -$22.5K | 0.01% | 172 |
|
|
2022
Q3 | $170K | Buy |
+2,120
| New | +$170K | 0.02% | 179 |
|