Caldwell Trust’s iShares Core S&P US Growth ETF IUSG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-180
|
|
||||
|
2022
Q3 | $14.4K | Hold |
180
|
|
||||
|
2022
Q2 | $15.1K | Hold |
180
|
|
||||
|
2022
Q1 | $19K | Hold |
180
|
|
||||
|
2021
Q4 | $20.8K | Hold |
180
|
|
||||
|
2021
Q3 | $18.4K | Hold |
180
|
|
||||
|
2021
Q2 | $18.2K | Hold |
180
|
|
||||
|
2021
Q1 | $16.3K | Hold |
180
|
|
||||
|
2020
Q4 | $16K | Hold |
180
|
|
||||
|
2020
Q3 | $14.4K | Hold |
180
|
|
||||
|
2020
Q2 | $12.9K | Hold |
180
|
|
||||
|
2020
Q1 | $10.3K | Hold |
180
|
|
||||
|
2019
Q4 | $12.2K | Buy |
+180
|
|