Diversify Advisory Services’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 | $230K | Sell |
1,457
-616
| -30% | -$97.4K | 0.01% | 751 |
|
|
2025
Q1 | $269K | Sell |
2,073
-4,309
| -68% | -$559K | 0.02% | 532 |
|
|
2024
Q4 | $884K | Buy |
6,382
+852
| +15% | +$118K | 0.05% | 248 |
|
|
2024
Q3 | $745K | Buy |
5,530
+408
| +8% | +$55K | 0.04% | 303 |
|
|
2024
Q2 | $677K | Buy |
5,122
+1,412
| +38% | +$187K | 0.04% | 317 |
|
|
2024
Q1 | $435K | Buy |
+3,710
| New | +$435K | 0.03% | 453 |
|