Connecticut Wealth Management’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 | $301K | Hold |
2,000
| – | – | 0.01% | 259 |
|
|
2025
Q1 | $254K | Hold |
2,000
| – | – | 0.01% | 270 |
|
|
2024
Q4 | $279K | Hold |
2,000
| – | – | 0.01% | 233 |
|
|
2024
Q3 | $264K | Hold |
2,000
| – | – | 0.01% | 278 |
|
|
2024
Q2 | $255K | Sell |
2,000
-46
| -2% | -$5.86K | 0.01% | 284 |
|
|
2024
Q1 | $240K | Buy |
2,046
+46
| +2% | +$5.39K | 0.01% | 296 |
|
|
2023
Q4 | $208K | Buy |
+2,000
| New | +$208K | 0.01% | 312 |
|