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Embree Financial Group’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
2024
Q3
Sell
-2,035
Closed -$259K 198
2024
Q2
$259K Sell
2,035
-2,031
-50% -$259K 0.05% 158
2024
Q1
$477K Buy
4,066
+6
+0.1% +$703 0.09% 122
2023
Q4
$423K Buy
+4,060
New +$423K 0.09% 123