Burt Wealth Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Burt Wealth Advisors’s Portfolio IUSG Stock Details IUSG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell
2023 Q1	$442K	Buy
2022 Q4	$402K	Hold
2022 Q3	$396K	Hold
2022 Q2	$413K	Hold
2022 Q1	$522K	Sell
2021 Q4	$739K	Hold
2021 Q3	$655K	Sell
2021 Q2	$765K	Sell
2021 Q1	$691K	Hold
2020 Q4	$675K	Sell
2020 Q3	$628K	Hold
2020 Q2	$564K	Hold
2020 Q1	$448K	Hold
2019 Q4	$531K	Hold
2019 Q3	$494K	Sell
2019 Q2	$496K	Hold
2019 Q1	$477K	Hold
2018 Q4	$417K	Hold
2018 Q3	$491K	Hold
2018 Q2	$452K	Hold
2018 Q1	$432K	Hold
2017 Q4	$425K	Hold
2017 Q3	$399K	Hold
2017 Q2	$381K	Hold
2017 Q1	$367K	Hold
2016 Q4	$339K	Hold
2016 Q3	$336K	Hold
2016 Q2	$323K	Hold
2016 Q1	$321K	Hold
2015 Q4	$321K	Hold
2015 Q3	$300K	Hold
2015 Q2	$321K	Hold
2015 Q1	$321K	Hold
2014 Q4	$320K	Buy