Clearstead Advisors’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
Q3 | $2M | Hold |
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|
2025
Q2 | $1.83M | Hold |
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|
2025
Q1 | $1.55M | Hold |
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|
2024
Q4 | $1.7M | Sell |
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|
2024
Q3 | $1.61M | Hold |
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|
2024
Q2 | $1.56M | Hold |
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|
2024
Q1 | $1.43M | Hold |
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|
2023
Q4 | $1.27M | Sell |
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|
2023
Q3 | $2.32M | Buy |
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|
2023
Q2 | $1.19M | Hold |
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|
2023
Q1 | $1.08M | Hold |
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|
2022
Q4 | $996K | Buy |
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|
2022
Q3 | $979K | Buy |
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|
2022
Q2 | $41K | Sell |
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|
2022
Q1 | $169K | Hold |
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|
2021
Q4 | $184K | Sell |
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|
2021
Q3 | $189K | Hold |
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|
2021
Q2 | $186K | Hold |
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|
2021
Q1 | $168K | Buy |
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|
2020
Q4 | $123K | Hold |
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|
2020
Q3 | $111K | Hold |
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|
2020
Q2 | $100K | Hold |
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|
2020
Q1 | $79K | Buy |
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