EverSource 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 | $185K | Sell |
1,232
-29
| -2% | -$4.36K | 0.01% | 886 |
|
|
2025
Q1 | $160K | Sell |
1,261
-32
| -2% | -$4.07K | 0.01% | 744 |
|
|
2024
Q4 | $180K | Buy |
1,293
+61
| +5% | +$8.5K | 0.01% | 692 |
|
|
2024
Q3 | $163K | Hold |
1,232
| – | – | 0.01% | 627 |
|
|
2024
Q2 | $155K | Hold |
1,232
| – | – | 0.01% | 645 |
|
|
2024
Q1 | $139K | Hold |
1,232
| – | – | 0.01% | 600 |
|
|
2023
Q4 | $128K | Hold |
1,232
| – | – | 0.01% | 559 |
|
|
2023
Q3 | $117K | Hold |
1,232
| – | – | 0.01% | 516 |
|
|
2023
Q2 | $120K | Hold |
1,232
| – | – | 0.01% | 520 |
|
|
2023
Q1 | $109K | Buy |
1,232
+362
| +42% | +$32.1K | 0.01% | 514 |
|
|
2022
Q4 | $70.9K | Buy |
870
+499
| +135% | +$40.7K | 0.01% | 625 |
|
|
2022
Q3 | $30K | Sell |
371
-139
| -27% | -$11.2K | 0.01% | 770 |
|
|
2022
Q2 | $43K | Sell |
510
-29
| -5% | -$2.45K | 0.01% | 659 |
|
|
2022
Q1 | $57K | Sell |
539
-88
| -14% | -$9.31K | 0.01% | 447 |
|
|
2021
Q4 | $73K | Buy |
+627
| New | +$73K | 0.02% | 357 |
|