CWM
Collaborative Wealth Management’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 | $262K | Buy |
+1,745
| New | +$262K | 0.11% | 149 |
|
|
2025
Q1 | – | Sell |
-1,707
| Closed | -$238K | – | 175 |
|
|
2024
Q4 | $238K | Hold |
1,707
| – | – | 0.11% | 156 |
|
|
2024
Q3 | $225K | Sell |
1,707
-12
| -0.7% | -$1.58K | 0.1% | 158 |
|
|
2024
Q2 | $219K | Hold |
1,719
| – | – | 0.11% | 155 |
|
|
2024
Q1 | $201K | Buy |
+1,719
| New | +$201K | 0.1% | 163 |
|
|
2023
Q1 | – | Sell |
-2,463
| Closed | -$201K | – | 168 |
|
|
2022
Q4 | $201K | Sell |
2,463
-132
| -5% | -$10.8K | 0.13% | 166 |
|
|
2022
Q3 | $208K | Sell |
2,595
-569
| -18% | -$45.6K | 0.15% | 157 |
|
|
2022
Q2 | $265K | Buy |
+3,164
| New | +$265K | 0.17% | 152 |
|
|
2021
Q4 | $686K | Buy |
+5,935
| New | +$686K | 0.38% | 88 |
|
|
2021
Q1 | $551K | Buy |
+5,219
| New | +$551K | 0.32% | 100 |
|