Dowling & Yahnke’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,073
| Closed | -$219K | – | 381 |
|
|
2022
Q1 | $219K | Hold |
2,073
| – | – | 0.01% | 352 |
|
|
2021
Q4 | $240K | Hold |
2,073
| – | – | 0.01% | 349 |
|
|
2021
Q3 | $212K | Hold |
2,073
| – | – | 0.01% | 353 |
|
|
2021
Q2 | $209K | Sell |
2,073
-890
| -30% | -$89.7K | 0.01% | 352 |
|
|
2021
Q1 | $269K | Buy |
+2,963
| New | +$269K | 0.02% | 305 |
|
|
2020
Q1 | – | Sell |
-387
| Closed | -$26K | – | 343 |
|
|
2019
Q4 | $26K | Buy |
+387
| New | +$26K | ﹤0.01% | 331 |
|