Burns Matteson Capital 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 | $1.18M | Sell |
7,856
-84
| -1% | -$12.6K | 0.57% | 32 |
|
|
2025
Q1 | $1.01M | Sell |
7,940
-119
| -1% | -$15.1K | 0.54% | 37 |
|
|
2024
Q4 | $1.12M | Sell |
8,059
-161
| -2% | -$22.4K | 0.63% | 34 |
|
|
2024
Q3 | $1.08M | Hold |
8,220
| – | – | 0.61% | 33 |
|
|
2024
Q2 | $1.05M | Sell |
8,220
-515
| -6% | -$65.7K | 0.66% | 29 |
|
|
2024
Q1 | $1.02M | Sell |
8,735
-409
| -4% | -$47.9K | 0.66% | 32 |
|
|
2023
Q4 | $952K | Sell |
9,144
-321
| -3% | -$33.4K | 0.67% | 28 |
|
|
2023
Q3 | $898K | Sell |
9,465
-53
| -0.6% | -$5.03K | 0.57% | 32 |
|
|
2023
Q2 | $929K | Hold |
9,518
| – | – | 0.57% | 31 |
|
|
2023
Q1 | $845K | Buy |
9,518
+6,078
| +177% | +$540K | 0.54% | 30 |
|
|
2022
Q4 | $280K | Buy |
+3,440
| New | +$280K | 0.19% | 119 |
|