Consilio Wealth Advisors’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
Q2 | $829K | Sell |
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|
2025
Q1 | $706K | Buy |
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|
2024
Q4 | $773K | Sell |
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|
2024
Q3 | $734K | Buy |
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|
2024
Q2 | $708K | Buy |
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|
2024
Q1 | $650K | Buy |
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|
2023
Q4 | $577K | Sell |
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|
2023
Q3 | $524K | Buy |
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|
2023
Q2 | $544K | Sell |
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|
2023
Q1 | $495K | Sell |
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|
2022
Q4 | $503K | Sell |
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|
2022
Q3 | $537K | Sell |
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|
2022
Q2 | $587K | Buy |
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|
2022
Q1 | $740K | Sell |
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|
2021
Q4 | $830K | Buy |
|