Eldridge Investment Advisors’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 | $1.05M | Buy |
6,992
+1
| +0% | +$150 | 0.22% | 74 |
|
|
2025
Q1 | $888K | Buy |
6,991
+1
| +0% | +$127 | 0.2% | 82 |
|
|
2024
Q4 | $974K | Buy |
6,990
+3
| +0% | +$418 | 0.23% | 81 |
|
|
2024
Q3 | $922K | Hold |
6,987
| – | – | 0.22% | 81 |
|
|
2024
Q2 | $891K | Buy |
6,987
+1
| +0% | +$128 | 0.22% | 83 |
|
|
2024
Q1 | $819K | Buy |
6,986
+1
| +0% | +$117 | 0.21% | 88 |
|
|
2023
Q4 | $727K | Buy |
6,985
+4
| +0.1% | +$416 | 0.19% | 91 |
|
|
2023
Q3 | $662K | Sell |
6,981
-246
| -3% | -$23.3K | 0.22% | 79 |
|
|
2023
Q2 | $706K | Buy |
7,227
+112
| +2% | +$10.9K | 0.23% | 72 |
|
|
2023
Q1 | $632K | Buy |
7,115
+2
| +0% | +$178 | 0.22% | 74 |
|
|
2022
Q4 | $580K | Buy |
7,113
+2
| +0% | +$163 | 0.2% | 70 |
|
|
2022
Q3 | $570K | Buy |
7,111
+1
| +0% | +$80 | 0.22% | 70 |
|
|
2022
Q2 | $595K | Buy |
7,110
+1
| +0% | +$84 | 0.22% | 66 |
|
|
2022
Q1 | $751K | Buy |
7,109
+1
| +0% | +$106 | 0.25% | 61 |
|
|
2021
Q4 | $822K | Buy |
7,108
+2
| +0% | +$231 | 0.27% | 63 |
|
|
2021
Q3 | $728K | Hold |
7,106
| – | – | 0.26% | 59 |
|
|
2021
Q2 | $718K | Hold |
7,106
| – | – | 0.26% | 59 |
|
|
2021
Q1 | $645K | Hold |
7,106
| – | – | 0.25% | 60 |
|
|
2020
Q4 | $630K | Hold |
7,106
| – | – | 0.26% | 53 |
|
|
2020
Q3 | $568K | Hold |
7,106
| – | – | 0.27% | 52 |
|
|
2020
Q2 | $511K | Buy |
+7,106
| New | +$511K | 0.25% | 56 |
|