Concord Wealth Partners’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 | $99.5K | Buy |
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|
2025
Q2 | $90.8K | Buy |
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|
2025
Q1 | $76.6K | Buy |
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|
2024
Q4 | $83.9K | Buy |
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|
2024
Q3 | $79.3K | Buy |
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|
2024
Q2 | $76.5K | Buy |
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|
2024
Q1 | $70.3K | Hold |
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|
2023
Q4 | $62.3K | Sell |
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|
2023
Q3 | $59.9K | Buy |
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|
2023
Q2 | $58K | Sell |
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|
2023
Q1 | $54.7K | Sell |
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|
2022
Q4 | $77.8K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $51K | Sell |
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|
2022
Q1 | $69K | Buy |
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|
2021
Q4 | $70K | Buy |
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|
2021
Q3 | $2K | Hold |
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|
2021
Q2 | $2K | Hold |
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|
2021
Q1 | $2K | Sell |
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|
2020
Q4 | $139K | Buy |
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