CIBC Private Wealth Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $693K | Buy |
4,610
+83
| +2% | +$12.5K | ﹤0.01% | 752 |
|
|
2025
Q1 | $515K | Buy |
4,527
+74
| +2% | +$8.41K | ﹤0.01% | 799 |
|
|
2024
Q4 | $626K | Buy |
4,453
+1,660
| +59% | +$234K | ﹤0.01% | 804 |
|
|
2024
Q3 | $368K | Sell |
2,793
-51
| -2% | -$6.73K | ﹤0.01% | 966 |
|
|
2024
Q2 | $375K | Buy |
2,844
+196
| +7% | +$25.9K | ﹤0.01% | 902 |
|
|
2024
Q1 | $311K | Sell |
2,648
-280
| -10% | -$32.9K | ﹤0.01% | 962 |
|
|
2023
Q4 | $305K | Sell |
2,928
-301
| -9% | -$31.3K | ﹤0.01% | 925 |
|
|
2023
Q3 | $306K | Buy |
+3,229
| New | +$306K | ﹤0.01% | 885 |
|
|
2020
Q2 | – | Sell |
-23,360
| Closed | -$1.33M | – | 701 |
|
|
2020
Q1 | $1.33M | Buy |
+23,360
| New | +$1.33M | 0.01% | 474 |
|
|
2018
Q3 | – | Sell |
-100
| Closed | -$6K | – | 1329 |
|
|
2018
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 1681 |
|
|
2018
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 1661 |
|
|
2017
Q4 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 1681 |
|