Financial Consulate’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-9,435
| Closed | -$593K | – | 107 |
|
|
2019
Q3 | $593K | Buy |
9,435
+385
| +4% | +$24.2K | 0.26% | 56 |
|
|
2019
Q2 | $567K | Buy |
9,050
+380
| +4% | +$23.8K | 0.26% | 55 |
|
|
2019
Q1 | $523K | Buy |
8,670
+2,032
| +31% | +$123K | 0.24% | 63 |
|
|
2018
Q4 | $350K | Sell |
6,638
-798
| -11% | -$42.1K | 0.21% | 75 |
|
|
2018
Q3 | $462K | Sell |
7,436
-6,973
| -48% | -$433K | 0.26% | 73 |
|
|
2018
Q2 | $824K | Buy |
14,409
+3,246
| +29% | +$186K | 0.42% | 49 |
|
|
2018
Q1 | $610K | Buy |
11,163
+3,019
| +37% | +$165K | 0.32% | 54 |
|
|
2017
Q4 | $438K | Buy |
8,144
+6
| +0.1% | +$323 | 0.22% | 69 |
|
|
2017
Q3 | $411K | Buy |
8,138
+812
| +11% | +$41K | 0.22% | 68 |
|
|
2017
Q2 | $353K | Buy |
7,326
+838
| +13% | +$40.4K | 0.21% | 69 |
|
|
2017
Q1 | $301K | Buy |
+6,488
| New | +$301K | 0.19% | 72 |
|