Capital Analysts LLC’s iShares Core S&P US Growth ETF IUSG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $190K | Sell |
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|
2025
Q2 | $192K | Hold |
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|
2025
Q1 | $163K | Hold |
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|
2024
Q4 | $178K | Sell |
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|
2024
Q3 | $171K | Hold |
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|
2024
Q2 | $165K | Sell |
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|
2024
Q1 | $208K | Sell |
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|
2023
Q4 | $511K | Buy |
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|
2023
Q3 | $410K | Buy |
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|
2023
Q2 | $415K | Sell |
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|
2023
Q1 | $408K | Sell |
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|
2022
Q4 | $3.23M | Buy |
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|
2022
Q3 | $2.66M | Buy |
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|
2022
Q2 | $2.59M | Buy |
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|
2022
Q1 | $3.24M | Buy |
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|
2021
Q4 | $3.37M | Buy |
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|
2021
Q3 | $2.86M | Buy |
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|
2021
Q2 | $2.3M | Buy |
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|
2021
Q1 | $1.37M | Buy |
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|
2020
Q4 | $871K | Buy |
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|
2020
Q3 | $223K | Hold |
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|
2020
Q2 | $200K | Hold |
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|
2020
Q1 | $159K | Sell |
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|
2019
Q4 | $198K | Sell |
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|
2019
Q3 | $238K | Hold |
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|
2019
Q2 | $238K | Hold |
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|
2019
Q1 | $228K | Hold |
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|
2018
Q4 | $200K | Hold |
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|
2018
Q3 | $235K | Hold |
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|
2018
Q2 | $217K | Hold |
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|
2018
Q1 | $207K | Hold |
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|
2017
Q4 | $204K | Hold |
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|
2017
Q3 | $191K | Hold |
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|
2017
Q2 | $183K | Hold |
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|
2017
Q1 | $176K | Hold |
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|
2016
Q4 | $163K | Buy |
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