CFA
Cahill Financial Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.54M | Buy |
16,905
+498
| +3% | +$74.9K | 0.32% | 54 |
|
|
2025
Q1 | $2.09M | Sell |
16,407
-36
| -0.2% | -$4.58K | 0.28% | 62 |
|
|
2024
Q4 | $2.29M | Buy |
16,443
+132
| +0.8% | +$18.4K | 0.31% | 60 |
|
|
2024
Q3 | $2.15M | Buy |
16,311
+1,017
| +7% | +$134K | 0.29% | 61 |
|
|
2024
Q2 | $1.95M | Buy |
15,294
+59
| +0.4% | +$7.52K | 0.27% | 74 |
|
|
2024
Q1 | $1.79M | Buy |
15,235
+368
| +2% | +$43.1K | 0.24% | 80 |
|
|
2023
Q4 | $1.55M | Sell |
14,867
-380
| -2% | -$39.6K | 0.23% | 86 |
|
|
2023
Q3 | $1.45M | Buy |
15,247
+1,264
| +9% | +$120K | 0.24% | 87 |
|
|
2023
Q2 | $1.37M | Sell |
13,983
-59,541
| -81% | -$5.81M | 0.22% | 93 |
|
|
2023
Q1 | $6.53M | Sell |
73,524
-96,197
| -57% | -$8.54M | 1.16% | 24 |
|
|
2022
Q4 | $13.8M | Buy |
169,721
+55,503
| +49% | +$4.52M | 2.66% | 9 |
|
|
2022
Q3 | $9.16M | Buy |
114,218
+38,451
| +51% | +$3.08M | 1.93% | 13 |
|
|
2022
Q2 | $6.34M | Buy |
75,767
+22,696
| +43% | +$1.9M | 1.35% | 16 |
|
|
2022
Q1 | $5.61M | Buy |
53,071
+16,257
| +44% | +$1.72M | 1.05% | 22 |
|
|
2021
Q4 | $4.26M | Buy |
36,814
+20,062
| +120% | +$2.32M | 0.82% | 29 |
|
|
2021
Q3 | $1.72M | Buy |
16,752
+11,408
| +213% | +$1.17M | 0.35% | 66 |
|
|
2021
Q2 | $540K | Buy |
+5,344
| New | +$540K | 0.12% | 146 |
|