EPG Wealth Management’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 | $6.77K | Hold |
45
| – | – | ﹤0.01% | 283 |
|
|
2025
Q1 | $5.72K | Hold |
45
| – | – | ﹤0.01% | 377 |
|
|
2024
Q4 | $6.27K | Hold |
45
| – | – | ﹤0.01% | 390 |
|
|
2024
Q3 | $5.94K | Buy |
+45
| New | +$5.94K | ﹤0.01% | 388 |
|
|
2024
Q2 | – | Sell |
-409
| Closed | -$47.9K | – | 316 |
|
|
2024
Q1 | $47.9K | Hold |
409
| – | – | 0.01% | 317 |
|
|
2023
Q4 | $45.5K | Hold |
409
| – | – | 0.01% | 310 |
|
|
2023
Q3 | $38.8K | Hold |
409
| – | – | 0.01% | 309 |
|
|
2023
Q2 | $39.9K | Hold |
409
| – | – | 0.01% | 302 |
|
|
2023
Q1 | $36.3K | Buy |
409
+77
| +23% | +$6.84K | 0.01% | 307 |
|
|
2022
Q4 | $27.1K | Hold |
332
| – | – | 0.01% | 293 |
|
|
2022
Q3 | $27K | Buy |
+332
| New | +$27K | 0.01% | 297 |
|
|
2022
Q1 | – | Sell |
-1,299
| Closed | -$150K | – | 418 |
|
|
2021
Q4 | $150K | Hold |
1,299
| – | – | 0.05% | 242 |
|
|
2021
Q3 | $133K | Buy |
+1,299
| New | +$133K | 0.05% | 229 |
|
|
2020
Q2 | – | Sell |
-1,299
| Closed | -$74K | – | 459 |
|
|
2020
Q1 | $74K | Sell |
1,299
-3,591
| -73% | -$205K | 0.05% | 223 |
|
|
2019
Q4 | $331K | Buy |
+4,890
| New | +$331K | 0.24% | 69 |
|