Cobblestone Capital 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 | $245K | Hold |
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|
2025
Q2 | $223K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $207K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $202K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $297K | Hold |
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|
2023
Q2 | $306K | Hold |
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|
2023
Q1 | $278K | Hold |
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|
2022
Q4 | $255K | Hold |
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|
2022
Q3 | $251K | Sell |
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|
2022
Q2 | $286K | Buy |
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|
2022
Q1 | $331K | Sell |
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|
2021
Q4 | $391K | Hold |
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|
2021
Q3 | $346K | Hold |
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|
2021
Q2 | $341K | Sell |
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|
2021
Q1 | $311K | Hold |
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|
2020
Q4 | $304K | Buy |
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