Convergence Financial’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 | $337K | Sell |
2,242
-97
| -4% | -$14.6K | 0.06% | 146 |
|
|
2025
Q1 | $297K | Buy |
2,339
+28
| +1% | +$3.56K | 0.06% | 136 |
|
|
2024
Q4 | $322K | Sell |
2,311
-25
| -1% | -$3.48K | 0.06% | 118 |
|
|
2024
Q3 | $308K | Sell |
2,336
-87
| -4% | -$11.5K | 0.07% | 121 |
|
|
2024
Q2 | $309K | Buy |
2,423
+309
| +15% | +$39.4K | 0.08% | 120 |
|
|
2024
Q1 | $248K | Sell |
2,114
-339
| -14% | -$39.7K | 0.1% | 46 |
|
|
2023
Q4 | $255K | Buy |
+2,453
| New | +$255K | 0.11% | 35 |
|