CAPTRUST Financial Advisors’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 | $13.2M | Sell |
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|
2025
Q2 | $12.1M | Sell |
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|
2025
Q1 | $10.5M | Sell |
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|
2024
Q4 | $11.8M | Sell |
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|
2024
Q3 | $12M | Sell |
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|
2024
Q2 | $13.4M | Sell |
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|
2024
Q1 | $12.5M | Sell |
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|
2023
Q4 | $11.9M | Sell |
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|
2023
Q3 | $12M | Sell |
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|
2023
Q2 | $13.1M | Sell |
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|
2023
Q1 | $12.7M | Sell |
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|
2022
Q4 | $12.4M | Sell |
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|
2022
Q3 | $12.5M | Sell |
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|
2022
Q2 | $14.4M | Sell |
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|
2022
Q1 | $19.4M | Sell |
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|
2021
Q4 | $22.5M | Sell |
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|
2021
Q3 | $20.8M | Sell |
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|
2021
Q2 | $20.9M | Buy |
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|
2021
Q1 | $17.3M | Buy |
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|
2020
Q4 | $11.5M | Sell |
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|
2020
Q3 | $10.8M | Sell |
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|
2020
Q2 | $10.7M | Buy |
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|
2020
Q1 | $110K | Sell |
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|
2019
Q4 | $659K | Sell |
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|
2019
Q3 | $666K | Sell |
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|
2019
Q2 | $699K | Hold |
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|
2019
Q1 | $673K | Sell |
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|
2018
Q4 | $860K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $10K | Hold |
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|
2013
Q3 | $10K | Hold |
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|
2013
Q2 | $9K | Buy |
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