Crescent Grove Advisors’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 | $397K | Hold |
2,638
| – | – | 0.04% | 183 |
|
2025
Q1 | $335K | Sell |
2,638
-619
| -19% | -$78.7K | 0.03% | 199 |
|
2024
Q4 | $454K | Hold |
3,257
| – | – | 0.05% | 171 |
|
2024
Q3 | $430K | Sell |
3,257
-402
| -11% | -$53K | 0.04% | 178 |
|
2024
Q2 | $466K | Sell |
3,659
-121
| -3% | -$15.4K | 0.05% | 171 |
|
2024
Q1 | $443K | Buy |
3,780
+1,089
| +40% | +$128K | 0.05% | 197 |
|
2023
Q4 | $280K | Hold |
2,691
| – | – | 0.03% | 241 |
|
2023
Q3 | $256K | Sell |
2,691
-303
| -10% | -$28.8K | 0.03% | 240 |
|
2023
Q2 | $292K | Hold |
2,994
| – | – | 0.03% | 233 |
|
2023
Q1 | $266K | Sell |
2,994
-36,316
| -92% | -$3.22M | 0.03% | 249 |
|
2022
Q4 | $3.21M | Buy |
39,310
+31,634
| +412% | +$2.58M | 0.33% | 48 |
|
2022
Q3 | $615K | Sell |
7,676
-4,156
| -35% | -$333K | 0.07% | 141 |
|
2022
Q2 | $990K | Buy |
11,832
+8,906
| +304% | +$745K | 0.1% | 102 |
|
2022
Q1 | $309K | Sell |
2,926
-56,271
| -95% | -$5.94M | 0.03% | 224 |
|
2021
Q4 | $6.85M | Buy |
+59,197
| New | +$6.85M | 0.64% | 26 |
|
2019
Q1 | – | Sell |
-103,546
| Closed | -$5.46M | – | 161 |
|
2018
Q4 | $5.46M | Buy |
+103,546
| New | +$5.46M | 1.16% | 20 |
|