Castle Rock Wealth Management’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 | $251K | Buy |
1,629
+2
| +0.1% | +$309 | 0.06% | 224 |
|
|
2025
Q1 | $208K | Buy |
1,627
+2
| +0.1% | +$256 | 0.06% | 220 |
|
|
2024
Q4 | $237K | Sell |
1,625
-73
| -4% | -$10.7K | 0.06% | 217 |
|
|
2024
Q3 | $223K | Buy |
1,698
+4
| +0.2% | +$526 | 0.05% | 231 |
|
|
2024
Q2 | $218K | Buy |
+1,694
| New | +$218K | 0.05% | 229 |
|
|
2022
Q2 | – | Sell |
-2,013
| Closed | -$204K | – | 229 |
|
|
2022
Q1 | $204K | Buy |
2,013
+3
| +0.1% | +$304 | 0.09% | 227 |
|
|
2021
Q4 | $205K | Buy |
2,010
+3
| +0.1% | +$306 | 0.08% | 235 |
|
|
2021
Q3 | $230K | Buy |
2,007
+2
| +0.1% | +$229 | 0.08% | 238 |
|
|
2021
Q2 | $211K | Buy |
+2,005
| New | +$211K | 0.08% | 238 |
|