Carlton Hofferkamp & Jenks Wealth Management’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
Q2 | $1.34M | Sell |
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|
2025
Q1 | $1.05M | Buy |
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|
2024
Q4 | $1.24M | Buy |
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|
2024
Q3 | $1.13M | Buy |
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|
2024
Q2 | $1.05M | Sell |
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|
2024
Q1 | $1.1M | Sell |
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|
2023
Q4 | $1.15M | Sell |
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|
2023
Q3 | $994K | Sell |
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|
2023
Q2 | $1.06M | Sell |
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|
2023
Q1 | $988K | Sell |
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|
2022
Q4 | $970K | Buy |
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|
2022
Q3 | $934K | Sell |
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|
2022
Q2 | $990K | Sell |
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|
2022
Q1 | $1.16M | Sell |
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|
2021
Q4 | $1.14M | Sell |
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|
2021
Q3 | $1.35M | Buy |
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|
2021
Q2 | $1.19M | Sell |
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|
2021
Q1 | $1.21M | Buy |
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|
2020
Q4 | $1.1M | Sell |
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|
2020
Q3 | $1.2M | Sell |
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|
2020
Q2 | $1.09M | Buy |
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|
2020
Q1 | $935K | Buy |
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|
2019
Q4 | $978K | Buy |
|