Creative Planning’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 | $11.3M | Sell |
75,036
-3,345
| -4% | -$503K | 0.01% | 484 |
|
|
2025
Q1 | $9.96M | Buy |
78,381
+9,356
| +14% | +$1.19M | 0.01% | 482 |
|
|
2024
Q4 | $9.62M | Buy |
69,025
+747
| +1% | +$104K | 0.01% | 460 |
|
|
2024
Q3 | $9.01M | Buy |
68,278
+872
| +1% | +$115K | 0.01% | 470 |
|
|
2024
Q2 | $8.59M | Buy |
67,406
+4,724
| +8% | +$602K | 0.01% | 453 |
|
|
2024
Q1 | $7.35M | Buy |
62,682
+566
| +0.9% | +$66.3K | 0.01% | 489 |
|
|
2023
Q4 | $6.47M | Sell |
62,116
-591
| -0.9% | -$61.5K | 0.01% | 503 |
|
|
2023
Q3 | $5.95M | Buy |
62,707
+2,104
| +3% | +$200K | 0.01% | 478 |
|
|
2023
Q2 | $5.92M | Buy |
60,603
+25,369
| +72% | +$2.48M | 0.01% | 473 |
|
|
2023
Q1 | $3.13M | Sell |
35,234
-16,859
| -32% | -$1.5M | ﹤0.01% | 631 |
|
|
2022
Q4 | $4.25M | Sell |
52,093
-197
| -0.4% | -$16.1K | 0.01% | 529 |
|
|
2022
Q3 | $4.19M | Sell |
52,290
-2,639
| -5% | -$212K | 0.01% | 476 |
|
|
2022
Q2 | $4.6M | Buy |
54,929
+2,225
| +4% | +$186K | 0.01% | 476 |
|
|
2022
Q1 | $5.57M | Sell |
52,704
-1,043
| -2% | -$110K | 0.01% | 430 |
|
|
2021
Q4 | $6.22M | Buy |
53,747
+16,398
| +44% | +$1.9M | 0.01% | 375 |
|
|
2021
Q3 | $3.83M | Buy |
37,349
+2,486
| +7% | +$255K | 0.01% | 491 |
|
|
2021
Q2 | $3.52M | Sell |
34,863
-15,771
| -31% | -$1.59M | 0.01% | 495 |
|
|
2021
Q1 | $4.6M | Buy |
50,634
+16,961
| +50% | +$1.54M | 0.01% | 429 |
|
|
2020
Q4 | $2.99M | Buy |
33,673
+2,869
| +9% | +$254K | 0.01% | 510 |
|
|
2020
Q3 | $2.46M | Buy |
30,804
+8,048
| +35% | +$644K | 0.01% | 483 |
|
|
2020
Q2 | $1.64M | Buy |
22,756
+10,066
| +79% | +$724K | ﹤0.01% | 559 |
|
|
2020
Q1 | $724K | Sell |
12,690
-301
| -2% | -$17.2K | ﹤0.01% | 773 |
|
|
2019
Q4 | $879K | Buy |
12,991
+1,046
| +9% | +$70.8K | ﹤0.01% | 841 |
|
|
2019
Q3 | $751K | Buy |
11,945
+1,170
| +11% | +$73.6K | ﹤0.01% | 868 |
|
|
2019
Q2 | $675K | Buy |
10,775
+490
| +5% | +$30.7K | ﹤0.01% | 917 |
|
|
2019
Q1 | $620K | Buy |
10,285
+673
| +7% | +$40.6K | ﹤0.01% | 928 |
|
|
2018
Q4 | $507K | Buy |
9,612
+5,075
| +112% | +$268K | ﹤0.01% | 956 |
|
|
2018
Q3 | $282K | Buy |
4,537
+342
| +8% | +$21.3K | ﹤0.01% | 1431 |
|
|
2018
Q2 | $240K | Buy |
4,195
+467
| +13% | +$26.7K | ﹤0.01% | 1498 |
|
|
2018
Q1 | $204K | Buy |
+3,728
| New | +$204K | ﹤0.01% | 1592 |
|
|
2017
Q3 | – | Sell |
-1,492
| Closed | -$72K | – | 2735 |
|
|
2017
Q2 | $72K | Buy |
1,492
+557
| +60% | +$26.9K | ﹤0.01% | 2207 |
|
|
2017
Q1 | $43K | Hold |
935
| – | – | ﹤0.01% | 2571 |
|
|
2016
Q4 | $40K | Buy |
935
+535
| +134% | +$22.9K | ﹤0.01% | 2549 |
|
|
2016
Q3 | $17K | Hold |
400
| – | – | ﹤0.01% | 3120 |
|
|
2016
Q2 | $16K | Hold |
400
| – | – | ﹤0.01% | 2910 |
|
|
2016
Q1 | $16K | Sell |
400
-610
| -60% | -$24.4K | ﹤0.01% | 2896 |
|
|
2015
Q4 | $41K | Buy |
1,010
+610
| +153% | +$24.8K | ﹤0.01% | 2251 |
|
|
2015
Q3 | $15K | Buy |
+400
| New | +$15K | ﹤0.01% | 2925 |
|
|
2015
Q2 | – | Sell |
-400
| Closed | -$16K | – | 1959 |
|
|
2015
Q1 | $16K | Hold |
400
| – | – | ﹤0.01% | 2849 |
|
|
2014
Q4 | $16K | Buy |
+400
| New | +$16K | ﹤0.01% | 2778 |
|