Carmichael Hill & Associates’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
2024
Q3
$119K Hold
901
0.04% 216
2024
Q2
$115K Hold
901
0.05% 207
2024
Q1
$106K Hold
901
0.04% 220
2023
Q4
$93.8K Hold
901
0.04% 220
2023
Q3
$85.4K Hold
901
0.04% 221
2023
Q2
$88K Hold
901
0.04% 223
2023
Q1
$80K Hold
901
0.04% 221
2022
Q4
$73.5K Hold
901
0.04% 229
2022
Q3
$72K Hold
901
0.04% 227
2022
Q2
$75K Hold
901
0.04% 225
2022
Q1
$95K Hold
901
0.04% 212
2021
Q4
$104K Hold
901
0.05% 195
2021
Q3
$92K Hold
901
0.05% 199
2021
Q2
$91K Hold
901
0.05% 205
2021
Q1
$82K Sell
901
-221
-20% -$20.1K 0.05% 208
2020
Q4
$100K Sell
1,122
-57
-5% -$5.08K 0.06% 190
2020
Q3
$94K Hold
1,179
0.06% 186
2020
Q2
$85K Hold
1,179
0.06% 184
2020
Q1
$67K Sell
1,179
-22
-2% -$1.25K 0.06% 193
2019
Q4
$81K Buy
+1,201
New +$81K 0.06% 199