EverSource Wealth Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $185K | Sell |
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|
2025
Q1 | $160K | Sell |
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|
2024
Q4 | $180K | Buy |
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|
2024
Q3 | $163K | Hold |
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|
2024
Q2 | $155K | Hold |
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|
2024
Q1 | $139K | Hold |
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|
2023
Q4 | $128K | Hold |
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|
2023
Q3 | $117K | Hold |
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|
2023
Q2 | $120K | Hold |
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|
2023
Q1 | $109K | Buy |
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|
2022
Q4 | $70.9K | Buy |
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|
2022
Q3 | $30K | Sell |
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|
2022
Q2 | $43K | Sell |
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|
2022
Q1 | $57K | Sell |
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|
2021
Q4 | $73K | Buy |
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