Elevation Wealth Partners’s iShares Core S&P US Growth ETF IUSG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $20M | Buy |
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|
2025
Q2 | $18.2M | Buy |
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|
2025
Q1 | $15.2M | Buy |
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|
2024
Q4 | $16.6M | Buy |
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|
2024
Q3 | $15.7M | Sell |
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|
2024
Q2 | $15.2M | Buy |
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|
2024
Q1 | $13.8M | Buy |
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|
2023
Q4 | $10.3M | Buy |
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|
2023
Q3 | $10.1M | Buy |
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|
2023
Q2 | $10.4M | Buy |
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|
2023
Q1 | $7.03M | Buy |
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