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Dougherty Wealth Advisers’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Dougherty Wealth Advisers’s Portfolio IUSG Stock Details IUSG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-341
Closed -$30.3K – 126
2023
Q1 		$30.3K Hold
341
– – 0.05% 99
2022
Q4 		$27.8K Sell
341
-37
-10% -$3.02K 0.05% 104
2022
Q3 		$30K Buy
+378
New +$30K 0.06% 97