Crestwood Advisors Group’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 | $1.16M | Buy |
7,683
+1,015
| +15% | +$153K | 0.02% | 265 |
|
|
2025
Q1 | $847K | Buy |
6,668
+218
| +3% | +$27.7K | 0.02% | 290 |
|
|
2024
Q4 | $899K | Buy |
6,450
+150
| +2% | +$20.9K | 0.02% | 249 |
|
|
2024
Q3 | $831K | Sell |
6,300
-54
| -0.8% | -$7.12K | 0.02% | 245 |
|
|
2024
Q2 | $810K | Buy |
6,354
+311
| +5% | +$39.6K | 0.02% | 238 |
|
|
2024
Q1 | $708K | Buy |
6,043
+533
| +10% | +$62.5K | 0.02% | 243 |
|
|
2023
Q4 | $574K | Buy |
5,510
+197
| +4% | +$20.5K | 0.01% | 248 |
|
|
2023
Q3 | $504K | Buy |
+5,313
| New | +$504K | 0.01% | 243 |
|