Cypress Capital’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
2024
Q4
Sell
-1,681
Closed -$222K 83
2024
Q3
$222K Sell
1,681
-1,681
-50% -$222K 0.06% 76
2024
Q2
$429K Buy
+3,362
New +$429K 0.11% 70
2023
Q2
Sell
-2,563
Closed -$228K 86
2023
Q1
$228K Hold
2,563
0.07% 63
2022
Q4
$209K Hold
2,563
0.07% 81
2022
Q3
$206K Sell
2,563
-186
-7% -$14.9K 0.07% 86
2022
Q2
$230K Hold
2,749
0.03% 162
2022
Q1
$290K Hold
2,749
0.04% 174
2021
Q4
$318K Buy
+2,749
New +$318K 0.04% 169