Concord Wealth Partners’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 | $90.8K | Buy |
604
+1
| +0.2% | +$150 | 0.01% | 279 |
|
|
2025
Q1 | $76.6K | Buy |
603
+1
| +0.2% | +$127 | 0.01% | 270 |
|
|
2024
Q4 | $83.9K | Buy |
602
+1
| +0.2% | +$139 | 0.01% | 270 |
|
|
2024
Q3 | $79.3K | Buy |
601
+1
| +0.2% | +$132 | 0.01% | 278 |
|
|
2024
Q2 | $76.5K | Buy |
600
+1
| +0.2% | +$128 | 0.01% | 263 |
|
|
2024
Q1 | $70.3K | Hold |
599
| – | – | 0.01% | 309 |
|
|
2023
Q4 | $62.3K | Sell |
599
-32
| -5% | -$3.33K | 0.01% | 326 |
|
|
2023
Q3 | $59.9K | Buy |
631
+37
| +6% | +$3.51K | 0.01% | 356 |
|
|
2023
Q2 | $58K | Sell |
594
-22
| -4% | -$2.15K | 0.01% | 343 |
|
|
2023
Q1 | $54.7K | Sell |
616
-338
| -35% | -$30K | 0.02% | 330 |
|
|
2022
Q4 | $77.8K | Buy |
+954
| New | +$77.8K | 0.02% | 290 |
|
|
2022
Q3 | – | Sell |
-611
| Closed | -$51K | – | 642 |
|
|
2022
Q2 | $51K | Sell |
611
-44
| -7% | -$3.67K | 0.01% | 376 |
|
|
2022
Q1 | $69K | Buy |
655
+47
| +8% | +$4.95K | 0.02% | 369 |
|
|
2021
Q4 | $70K | Buy |
608
+585
| +2,543% | +$67.4K | 0.02% | 384 |
|
|
2021
Q3 | $2K | Hold |
23
| – | – | ﹤0.01% | 755 |
|
|
2021
Q2 | $2K | Hold |
23
| – | – | ﹤0.01% | 891 |
|
|
2021
Q1 | $2K | Sell |
23
-1,547
| -99% | -$135K | ﹤0.01% | 828 |
|
|
2020
Q4 | $139K | Buy |
+1,570
| New | +$139K | 0.11% | 104 |
|