Collective Family Office’s iShares Core S&P US Growth ETF IUSG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $692K | Buy |
4,599
+488
| +12% | +$73.4K | 0.18% | 92 |
|
|
2025
Q1 | $522K | Sell |
4,111
-893
| -18% | -$113K | 0.14% | 103 |
|
|
2024
Q4 | $697K | Buy |
5,004
+149
| +3% | +$20.8K | 0.19% | 95 |
|
|
2024
Q3 | $640K | Sell |
4,855
-300
| -6% | -$39.6K | 0.17% | 97 |
|
|
2024
Q2 | $657K | Sell |
5,155
-245
| -5% | -$31.2K | 0.19% | 97 |
|
|
2024
Q1 | $633K | Sell |
5,400
-2,770
| -34% | -$325K | 0.21% | 97 |
|
|
2023
Q4 | $850K | Sell |
8,170
-1,535
| -16% | -$160K | 0.3% | 70 |
|
|
2023
Q3 | $920K | Sell |
9,705
-800
| -8% | -$75.9K | 0.36% | 63 |
|
|
2023
Q2 | $1.03M | Sell |
10,505
-300
| -3% | -$29.3K | 0.4% | 60 |
|
|
2023
Q1 | $959K | Sell |
10,805
-4,925
| -31% | -$437K | 0.4% | 58 |
|
|
2022
Q4 | $1.28M | Buy |
15,730
+13,030
| +483% | +$1.06M | 0.58% | 49 |
|
|
2022
Q3 | $216K | Buy |
+2,700
| New | +$216K | 0.11% | 158 |
|