Creative Financial Designs’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 | $19.7K | Hold |
131
| – | – | ﹤0.01% | 1147 |
|
|
2025
Q1 | $16.6K | Hold |
131
| – | – | ﹤0.01% | 1139 |
|
|
2024
Q4 | $18.3K | Sell |
131
-81
| -38% | -$11.3K | ﹤0.01% | 1072 |
|
|
2024
Q3 | $28K | Hold |
212
| – | – | ﹤0.01% | 949 |
|
|
2024
Q2 | $27K | Sell |
212
-3
| -1% | -$382 | ﹤0.01% | 927 |
|
|
2024
Q1 | $25.2K | Sell |
215
-198
| -48% | -$23.2K | ﹤0.01% | 912 |
|
|
2023
Q4 | $43K | Buy |
413
+2
| +0.5% | +$208 | ﹤0.01% | 725 |
|
|
2023
Q3 | $39K | Hold |
411
| – | – | ﹤0.01% | 690 |
|
|
2023
Q2 | $40.2K | Hold |
411
| – | – | ﹤0.01% | 686 |
|
|
2023
Q1 | $36.4K | Sell |
411
-57
| -12% | -$5.06K | ﹤0.01% | 661 |
|
|
2022
Q4 | $38.2K | Buy |
468
+1
| +0.2% | +$82 | 0.01% | 615 |
|
|
2022
Q3 | $37K | Buy |
467
+1
| +0.2% | +$79 | 0.01% | 608 |
|
|
2022
Q2 | $39K | Buy |
466
+59
| +14% | +$4.94K | 0.01% | 591 |
|
|
2022
Q1 | $43K | Hold |
407
| – | – | 0.01% | 589 |
|
|
2021
Q4 | $47K | Hold |
407
| – | – | 0.01% | 581 |
|
|
2021
Q3 | $42K | Buy |
407
+276
| +211% | +$28.5K | 0.01% | 654 |
|
|
2021
Q2 | $13K | Hold |
131
| – | – | ﹤0.01% | 963 |
|
|
2021
Q1 | $12K | Sell |
131
-314
| -71% | -$28.8K | ﹤0.01% | 901 |
|
|
2020
Q4 | $39K | Hold |
445
| – | – | 0.01% | 563 |
|
|
2020
Q3 | $36K | Sell |
445
-880
| -66% | -$71.2K | 0.01% | 531 |
|
|
2020
Q2 | $95K | Buy |
1,325
+1,255
| +1,793% | +$90K | 0.03% | 299 |
|
|
2020
Q1 | $4K | Hold |
70
| – | – | ﹤0.01% | 422 |
|
|
2019
Q4 | $5K | Hold |
70
| – | – | ﹤0.01% | 469 |
|
|
2019
Q3 | $4K | Sell |
70
-468
| -87% | -$26.7K | ﹤0.01% | 496 |
|
|
2019
Q2 | $34K | Buy |
+538
| New | +$34K | 0.02% | 260 |
|
|
2018
Q4 | – | Sell |
-633
| Closed | -$39K | – | 676 |
|
|
2018
Q3 | $39K | Buy |
633
+1
| +0.2% | +$62 | 0.02% | 253 |
|
|
2018
Q2 | $36K | Hold |
632
| – | – | 0.02% | 280 |
|
|
2018
Q1 | $35K | Buy |
632
+444
| +236% | +$24.6K | 0.02% | 263 |
|
|
2017
Q4 | $10K | Buy |
+188
| New | +$10K | 0.01% | 408 |
|