Evoke Wealth’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 | $3.17M | Hold |
21,075
| – | – | 0.07% | 103 |
|
|
2025
Q1 | $2.68M | Hold |
21,075
| – | – | 0.07% | 111 |
|
|
2024
Q4 | $2.94M | Sell |
21,075
-92
| -0.4% | -$12.8K | 0.08% | 103 |
|
|
2024
Q3 | $2.79M | Buy |
21,167
+18,597
| +724% | +$2.45M | 0.08% | 100 |
|
|
2024
Q2 | $328K | Sell |
2,570
-18,597
| -88% | -$2.37M | 0.39% | 53 |
|
|
2024
Q1 | $2.48M | Buy |
21,167
+18,597
| +724% | +$2.18M | 0.07% | 97 |
|
|
2023
Q4 | $268K | Sell |
2,570
-17,617
| -87% | -$1.83M | 0.43% | 54 |
|
|
2023
Q3 | $1.92M | Hold |
20,187
| – | – | 0.07% | 118 |
|
|
2023
Q2 | $1.97M | Hold |
20,187
| – | – | 0.07% | 110 |
|
|
2023
Q1 | $1.79M | Hold |
20,187
| – | – | 0.07% | 115 |
|
|
2022
Q4 | $1.65M | Sell |
20,187
-595
| -3% | -$48.5K | 0.06% | 124 |
|
|
2022
Q3 | $1.67M | Hold |
20,782
| – | – | 0.07% | 109 |
|
|
2022
Q2 | $1.74M | Hold |
20,782
| – | – | 0.06% | 115 |
|
|
2022
Q1 | $2.2M | Hold |
20,782
| – | – | 0.07% | 112 |
|
|
2021
Q4 | $2.4M | Buy |
20,782
+3,590
| +21% | +$415K | 0.08% | 112 |
|
|
2021
Q3 | $1.76M | Buy |
17,192
+3,320
| +24% | +$340K | 0.07% | 128 |
|
|
2021
Q2 | $1.4M | Buy |
13,872
+4,887
| +54% | +$494K | 0.05% | 144 |
|
|
2021
Q1 | $816K | Buy |
8,985
+5,745
| +177% | +$522K | 0.04% | 167 |
|
|
2020
Q4 | $287K | Buy |
3,240
+2,020
| +166% | +$179K | 0.02% | 205 |
|
|
2020
Q3 | $98K | Hold |
1,220
| – | – | 0.01% | 287 |
|
|
2020
Q2 | $88K | Hold |
1,220
| – | – | 0.01% | 292 |
|
|
2020
Q1 | $69.7K | Buy |
+1,220
| New | +$69.7K | 0.01% | 308 |
|
|
2019
Q4 | – | Sell |
-1,877
| Closed | -$118K | – | 1343 |
|
|
2019
Q3 | $118K | Buy |
+1,877
| New | +$118K | 0.01% | 337 |
|