Elevation Wealth Partners’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 | $18.2M | Buy |
120,719
+1,207
| +1% | +$182K | 7.17% | 2 |
|
|
2025
Q1 | $15.2M | Buy |
119,512
+92
| +0.1% | +$11.7K | 6.58% | 3 |
|
|
2024
Q4 | $16.6M | Buy |
119,420
+682
| +0.6% | +$95K | 7.03% | 4 |
|
|
2024
Q3 | $15.7M | Sell |
118,738
-242
| -0.2% | -$31.9K | 6.72% | 3 |
|
|
2024
Q2 | $15.2M | Buy |
118,980
+636
| +0.5% | +$81.1K | 7.18% | 3 |
|
|
2024
Q1 | $13.8M | Buy |
118,344
+10,078
| +9% | +$1.18M | 6.91% | 3 |
|
|
2023
Q4 | $10.3M | Buy |
108,266
+1,904
| +2% | +$181K | 6.17% | 3 |
|
|
2023
Q3 | $10.1M | Buy |
106,362
+2,151
| +2% | +$204K | 8.71% | 3 |
|
|
2023
Q2 | $10.4M | Buy |
104,211
+24,989
| +32% | +$2.48M | 8.73% | 3 |
|
|
2023
Q1 | $7.03M | Buy |
+79,222
| New | +$7.03M | 6.44% | 3 |
|