Cardinal Strategic Wealth Guidance’s iShares Core S&P US Growth ETF IUSG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $50.3M | Sell |
334,365
-22,552
| -6% | -$3.39M | 14.51% | 2 |
|
|
2025
Q1 | $45.4M | Buy |
356,917
+12,780
| +4% | +$1.62M | 14.49% | 2 |
|
|
2024
Q4 | $48M | Sell |
344,137
-5,599
| -2% | -$780K | 15.28% | 2 |
|
|
2024
Q3 | $46.1M | Buy |
349,736
+30,236
| +9% | +$3.99M | 15.1% | 2 |
|
|
2024
Q2 | $40.7M | Buy |
319,500
+48,311
| +18% | +$6.16M | 14.68% | 2 |
|
|
2024
Q1 | $31.8M | Buy |
271,189
+15,481
| +6% | +$1.81M | 11.95% | 3 |
|
|
2023
Q4 | $26.6M | Buy |
255,708
+26,391
| +12% | +$2.75M | 10.58% | 2 |
|
|
2023
Q3 | $21.7M | Buy |
229,317
+15,248
| +7% | +$1.45M | 10.08% | 2 |
|
|
2023
Q2 | $20.9M | Buy |
214,069
+8,035
| +4% | +$784K | 9.28% | 4 |
|
|
2023
Q1 | $18.3M | Buy |
206,034
+65,162
| +46% | +$5.78M | 8.48% | 4 |
|
|
2022
Q4 | $11.5M | Buy |
140,872
+23,064
| +20% | +$1.88M | 5.52% | 5 |
|
|
2022
Q3 | $9.45M | Buy |
117,808
+30,792
| +35% | +$2.47M | 5.02% | 6 |
|
|
2022
Q2 | $7.28M | Buy |
87,016
+4,731
| +6% | +$396K | 3.71% | 8 |
|
|
2022
Q1 | $8.7M | Buy |
82,285
+33,168
| +68% | +$3.5M | 3.99% | 7 |
|
|
2021
Q4 | $5.68M | Buy |
49,117
+803
| +2% | +$92.9K | 2.65% | 11 |
|
|
2021
Q3 | $4.95M | Buy |
48,314
+717
| +2% | +$73.4K | 2.59% | 11 |
|
|
2021
Q2 | $4.81M | Sell |
47,597
-762
| -2% | -$76.9K | 2.53% | 12 |
|
|
2021
Q1 | $4.39M | Sell |
48,359
-45,305
| -48% | -$4.11M | 2.57% | 12 |
|
|
2020
Q4 | $8.31M | Buy |
93,664
+1,485
| +2% | +$132K | 4.93% | 7 |
|
|
2020
Q3 | $7.37M | Sell |
92,179
-3,706
| -4% | -$296K | 5.21% | 7 |
|
|
2020
Q2 | $6.89M | Buy |
95,885
+9,763
| +11% | +$702K | 5.13% | 7 |
|
|
2020
Q1 | $4.92M | Buy |
86,122
+34,975
| +68% | +$2M | 4.51% | 7 |
|
|
2019
Q4 | $3.46M | Buy |
+51,147
| New | +$3.46M | 2.98% | 6 |
|