Dynamic Advisor Solutions’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 | $202K | Buy |
+1,346
| New | +$202K | 0.01% | 857 |
|
|
2025
Q1 | – | Sell |
-1,584
| Closed | -$221K | – | 861 |
|
|
2024
Q4 | $221K | Sell |
1,584
-225
| -12% | -$31.3K | 0.01% | 600 |
|
|
2024
Q3 | $239K | Buy |
+1,809
| New | +$239K | 0.01% | 830 |
|
|
2024
Q2 | – | Sell |
-3,149
| Closed | -$369K | – | 962 |
|
|
2024
Q1 | $369K | Buy |
3,149
+18
| +0.6% | +$2.11K | 0.01% | 692 |
|
|
2023
Q4 | $317K | Sell |
3,131
-1,029
| -25% | -$104K | 0.01% | 697 |
|
|
2023
Q3 | $395K | Sell |
4,160
-259
| -6% | -$24.6K | 0.02% | 581 |
|
|
2023
Q2 | $431K | Buy |
4,419
+2,121
| +92% | +$207K | 0.02% | 534 |
|
|
2023
Q1 | $204K | Sell |
2,298
-399
| -15% | -$35.4K | 0.01% | 694 |
|
|
2022
Q4 | $220K | Buy |
+2,697
| New | +$220K | 0.02% | 643 |
|