EWA
ERTS Wealth Advisors’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 | $18M | Sell |
119,962
-3,367
| -3% | -$506K | 6.22% | 6 |
|
|
2025
Q1 | $15.7M | Buy |
123,329
+32,481
| +36% | +$4.13M | 3.04% | 12 |
|
|
2024
Q4 | $12.7M | Sell |
90,848
-3,515
| -4% | -$490K | 2.39% | 13 |
|
|
2024
Q3 | $12.4M | Sell |
94,363
-61,360
| -39% | -$8.09M | 2.33% | 13 |
|
|
2024
Q2 | $19.9M | Sell |
155,723
-15,141
| -9% | -$1.93M | 3.99% | 11 |
|
|
2024
Q1 | $20M | Sell |
170,864
-12,964
| -7% | -$1.52M | 4.09% | 9 |
|
|
2023
Q4 | $19.1M | Buy |
183,828
+217
| +0.1% | +$22.6K | 4.13% | 10 |
|
|
2023
Q3 | $17.4M | Buy |
183,611
+75,137
| +69% | +$7.13M | 4.19% | 8 |
|
|
2023
Q2 | $10.6M | Sell |
108,474
-5,153
| -5% | -$503K | 2.47% | 11 |
|
|
2023
Q1 | $10.1M | Sell |
113,627
-27,704
| -20% | -$2.46M | 2.44% | 12 |
|
|
2022
Q4 | $11.5M | Sell |
141,331
-21,687
| -13% | -$1.77M | 2.99% | 12 |
|
|
2022
Q3 | $13.1M | Buy |
163,018
+5,526
| +4% | +$443K | 3.67% | 11 |
|
|
2022
Q2 | $13.2M | Buy |
157,492
+3,037
| +2% | +$254K | 3.74% | 10 |
|
|
2022
Q1 | $16.3M | Sell |
154,455
-4,903
| -3% | -$518K | 4.57% | 9 |
|
|
2021
Q4 | $18.4M | Buy |
159,358
+7,051
| +5% | +$816K | 4.4% | 9 |
|
|
2021
Q3 | $15.6M | Sell |
152,307
-102
| -0.1% | -$10.4K | 4.09% | 9 |
|
|
2021
Q2 | $15.4M | Buy |
152,409
+32,301
| +27% | +$3.26M | 4.16% | 8 |
|
|
2021
Q1 | $10.9M | Buy |
120,108
+18,519
| +18% | +$1.68M | 3.23% | 10 |
|
|
2020
Q4 | $9.01M | Sell |
101,589
-886
| -0.9% | -$78.6K | 2.93% | 12 |
|
|
2020
Q3 | $8.2M | Sell |
102,475
-20,685
| -17% | -$1.65M | 3.08% | 12 |
|
|
2020
Q2 | $8.85M | Sell |
123,160
-18,636
| -13% | -$1.34M | 3.58% | 12 |
|
|
2020
Q1 | $8.1M | Sell |
141,796
-17,829
| -11% | -$1.02M | 3.92% | 10 |
|
|
2019
Q4 | $10.8M | Sell |
159,625
-56,289
| -26% | -$3.81M | 4.86% | 8 |
|
|
2019
Q3 | $13.6M | Buy |
215,914
+41,754
| +24% | +$2.63M | 6.87% | 7 |
|
|
2019
Q2 | $10.9M | Buy |
174,160
+5,132
| +3% | +$322K | 6.02% | 6 |
|
|
2019
Q1 | $10.2M | Buy |
169,028
+65,302
| +63% | +$3.94M | 6.06% | 6 |
|
|
2018
Q4 | $5.47M | Buy |
+103,726
| New | +$5.47M | 3.91% | 7 |
|