Castleview Partners’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
Q1 | – | Sell |
-290
| Closed | -$40.4K | – | 370 |
|
|
2024
Q4 | $40.4K | Hold |
290
| – | – | 0.02% | 372 |
|
|
2024
Q3 | $38.3K | Hold |
290
| – | – | 0.02% | 358 |
|
|
2024
Q2 | $37K | Hold |
290
| – | – | 0.02% | 365 |
|
|
2024
Q1 | $34K | Hold |
290
| – | – | 0.02% | 395 |
|
|
2023
Q4 | $30.2K | Hold |
290
| – | – | 0.02% | 381 |
|
|
2023
Q3 | $27.5K | Buy |
+290
| New | +$27.5K | 0.03% | 328 |
|
|
2022
Q1 | – | Sell |
-770,448
| Closed | -$6.66K | – | 862 |
|
|
2021
Q4 | $6.66K | Buy |
+770,448
| New | +$6.66K | 0.05% | 130 |
|
|
2021
Q2 | $921K | Buy |
+9,123
| New | +$921K | 0.4% | 48 |
|