EWM
Empirical Wealth Management’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 | $1.09M | Sell |
7,222
-31
| -0.4% | -$4.66K | 0.02% | 302 |
|
2025
Q1 | $922K | Buy |
7,253
+31
| +0.4% | +$3.94K | 0.02% | 308 |
|
2024
Q4 | $1.01M | Hold |
7,222
| – | – | 0.03% | 276 |
|
2024
Q3 | $953K | Buy |
7,222
+22
| +0.3% | +$2.9K | 0.03% | 270 |
|
2024
Q2 | $918K | Buy |
+7,200
| New | +$918K | 0.03% | 267 |
|