Ehrlich Financial Group’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 | $229K | Buy |
+1,523
| New | +$229K | 0.15% | 97 |
|
|
2025
Q1 | – | Sell |
-1,743
| Closed | -$243K | – | 112 |
|
|
2024
Q4 | $243K | Hold |
1,743
| – | – | 0.17% | 93 |
|
|
2024
Q3 | $230K | Sell |
1,743
-9
| -0.5% | -$1.19K | 0.16% | 91 |
|
|
2024
Q2 | $223K | Sell |
1,752
-720
| -29% | -$91.8K | 0.18% | 93 |
|
|
2024
Q1 | $290K | Sell |
2,472
-5,307
| -68% | -$622K | 0.24% | 76 |
|
|
2023
Q4 | $810K | Buy |
+7,779
| New | +$810K | 0.81% | 31 |
|