EPA
Element Pointe Advisors’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 | $316K | Hold |
2,099
| – | – | 0.08% | 58 |
|
|
2025
Q1 | $267K | Hold |
2,099
| – | – | 0.06% | 61 |
|
|
2024
Q4 | $292K | Hold |
2,099
| – | – | 0.07% | 60 |
|
|
2024
Q3 | $277K | Hold |
2,099
| – | – | 0.07% | 59 |
|
|
2024
Q2 | $268K | Hold |
2,099
| – | – | 0.07% | 58 |
|
|
2024
Q1 | $246K | Hold |
2,099
| – | – | 0.06% | 63 |
|
|
2023
Q4 | $219K | Buy |
+2,099
| New | +$219K | 0.05% | 71 |
|
|
2023
Q3 | – | Sell |
-2,099
| Closed | -$205K | – | 73 |
|
|
2023
Q2 | $205K | Buy |
+2,099
| New | +$205K | 0.05% | 71 |
|
|
2022
Q2 | – | Sell |
-2,000
| Closed | -$211K | – | 77 |
|
|
2022
Q1 | $211K | Hold |
2,000
| – | – | 0.07% | 82 |
|
|
2021
Q4 | $231K | Hold |
2,000
| – | – | 0.07% | 99 |
|
|
2021
Q3 | $205K | Hold |
2,000
| – | – | 0.07% | 103 |
|
|
2021
Q2 | $207K | Buy |
+2,000
| New | +$207K | 0.06% | 115 |
|