Financial Architects (New Jersey)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $305K | Hold |
3,126
| – | – | 0.05% | 257 |
|
|
2023
Q1 | $277K | Sell |
3,126
-393
| -11% | -$34.9K | 0.04% | 268 |
|
|
2022
Q4 | $287K | Buy |
3,519
+698
| +25% | +$56.9K | 0.05% | 268 |
|
|
2022
Q3 | $226K | Buy |
+2,821
| New | +$226K | 0.04% | 285 |
|
|
2022
Q2 | – | Sell |
-2,831
| Closed | -$299K | – | 134 |
|
|
2022
Q1 | $299K | Buy |
2,831
+141
| +5% | +$14.9K | 0.04% | 265 |
|
|
2021
Q4 | $311K | Buy |
2,690
+2
| +0.1% | +$231 | 0.04% | 263 |
|
|
2021
Q3 | $275K | Hold |
2,688
| – | – | 0.04% | 274 |
|
|
2021
Q2 | $271K | Buy |
2,688
+232
| +9% | +$23.4K | 0.04% | 286 |
|
|
2021
Q1 | $223K | Buy |
+2,456
| New | +$223K | 0.03% | 310 |
|
|
2020
Q3 | – | Sell |
-1,750
| Closed | -$126K | – | 509 |
|
|
2020
Q2 | $126K | Sell |
1,750
-24
| -1% | -$1.73K | 0.03% | 295 |
|
|
2020
Q1 | $101K | Buy |
1,774
+515
| +41% | +$29.3K | 0.03% | 304 |
|
|
2019
Q4 | $85K | Buy |
+1,259
| New | +$85K | 0.02% | 350 |
|