Brio Consultants’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 | $12.3M | Sell |
81,776
-12,354
| -13% | -$1.86M | 1.8% | 12 |
|
|
2025
Q1 | $12M | Buy |
94,130
+839
| +0.9% | +$107K | 1.88% | 13 |
|
|
2024
Q4 | $13M | Buy |
93,291
+2,756
| +3% | +$384K | 2.03% | 14 |
|
|
2024
Q3 | $11.9M | Buy |
90,535
+6,262
| +7% | +$826K | 1.9% | 14 |
|
|
2024
Q2 | $10.7M | Buy |
84,273
+1,555
| +2% | +$198K | 1.77% | 15 |
|
|
2024
Q1 | $9.7M | Sell |
82,718
-3,720
| -4% | -$436K | 1.63% | 16 |
|
|
2023
Q4 | $9M | Buy |
86,438
+11,508
| +15% | +$1.2M | 1.6% | 16 |
|
|
2023
Q3 | $7.11M | Buy |
74,930
+6,913
| +10% | +$656K | 1.33% | 17 |
|
|
2023
Q2 | $6.64M | Buy |
68,017
+3,618
| +6% | +$353K | 1.2% | 21 |
|
|
2023
Q1 | $5.72M | Sell |
64,399
-3,281
| -5% | -$291K | 1.06% | 25 |
|
|
2022
Q4 | $5.52M | Buy |
67,680
+13,540
| +25% | +$1.1M | 1.1% | 24 |
|
|
2022
Q3 | $4.55M | Buy |
54,140
+51,182
| +1,730% | +$4.3M | 0.96% | 26 |
|
|
2022
Q2 | $251K | Buy |
+2,958
| New | +$251K | 0.06% | 70 |
|