Collaborative Wealth Management’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
Q2
$262K Buy
2025
Q1
Sell
2024
Q4
$238K Hold
2024
Q3
$225K Sell
2024
Q2
$219K Hold
2024
Q1
$201K Buy
2023
Q1
Sell
2022
Q4
$201K Sell
2022
Q3
$208K Sell
2022
Q2
$265K Buy
2021
Q4
$686K Buy
2021
Q1
$551K Buy