DA
Doliver Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.1M | Sell |
140,579
-31,783
| -18% | -$4.78M | 5.79% | 2 |
|
|
2025
Q1 | $21.9M | Sell |
172,362
-12,624
| -7% | -$1.6M | 6.15% | 2 |
|
|
2024
Q4 | $25.8M | Sell |
184,986
-31,825
| -15% | -$4.43M | 7.16% | 2 |
|
|
2024
Q3 | $28.6M | Sell |
216,811
-61,471
| -22% | -$8.11M | 7.85% | 2 |
|
|
2024
Q2 | $35.5M | Sell |
278,282
-10,919
| -4% | -$1.39M | 9.9% | 2 |
|
|
2024
Q1 | $33.9M | Sell |
289,201
-47,873
| -14% | -$5.61M | 9.54% | 2 |
|
|
2023
Q4 | $35.1M | Buy |
337,074
+1,216
| +0.4% | +$127K | 10.77% | 2 |
|
|
2023
Q3 | $31.8M | Sell |
335,858
-4,871
| -1% | -$462K | 9.59% | 2 |
|
|
2023
Q2 | $33.3M | Sell |
340,729
-2,725
| -0.8% | -$266K | 10.13% | 2 |
|
|
2023
Q1 | $30.5M | Sell |
343,454
-5,143
| -1% | -$457K | 9.57% | 2 |
|
|
2022
Q4 | $28.4M | Sell |
348,597
-13,310
| -4% | -$1.09M | 9.33% | 2 |
|
|
2022
Q3 | $29M | Buy |
361,907
+9,672
| +3% | +$776K | 10.71% | 2 |
|
|
2022
Q2 | $29.5M | Sell |
352,235
-25,858
| -7% | -$2.16M | 10.47% | 2 |
|
|
2022
Q1 | $39.9M | Sell |
378,093
-119,771
| -24% | -$12.7M | 12.63% | 2 |
|
|
2021
Q4 | $57.7M | Buy |
497,864
+7,328
| +1% | +$849K | 18.02% | 2 |
|
|
2021
Q3 | $58M | Sell |
490,536
-114,936
| -19% | -$13.6M | 19.5% | 2 |
|
|
2021
Q2 | $71.5M | Buy |
605,472
+185,559
| +44% | +$21.9M | 23.74% | 2 |
|
|
2021
Q1 | $38.1M | Buy |
419,913
+30,228
| +8% | +$2.74M | 14.17% | 2 |
|
|
2020
Q4 | $34.6M | Buy |
389,685
+162,061
| +71% | +$14.4M | 15.28% | 2 |
|
|
2020
Q3 | $18.2M | Buy |
227,624
+73,453
| +48% | +$5.87M | 9.23% | 3 |
|
|
2020
Q2 | $11.1M | Buy |
154,171
+24,944
| +19% | +$1.79M | 4.95% | 3 |
|
|
2020
Q1 | $8.31M | Sell |
129,227
-135,787
| -51% | -$8.73M | 4.1% | 3 |
|
|
2019
Q4 | $17.9M | Sell |
265,014
-24,092
| -8% | -$1.63M | 7.09% | 3 |
|
|
2019
Q3 | $18.3M | Buy |
289,106
+6,316
| +2% | +$400K | 7.36% | 3 |
|
|
2019
Q2 | $17.7M | Sell |
282,790
-8,679
| -3% | -$544K | 6.99% | 3 |
|
|
2019
Q1 | $17.6M | Buy |
291,469
+117,450
| +67% | +$7.08M | 7.11% | 3 |
|
|
2018
Q4 | $9.17M | Buy |
+174,019
| New | +$9.17M | 4.5% | 3 |
|