Financial Engines Advisors’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 | $741K | Buy |
4,925
+2,720
| +123% | +$409K | ﹤0.01% | 334 |
|
2025
Q1 | $280K | Buy |
2,205
+501
| +29% | +$63.6K | ﹤0.01% | 382 |
|
2024
Q4 | $237K | Buy |
1,704
+156
| +10% | +$21.7K | ﹤0.01% | 415 |
|
2024
Q3 | $204K | Buy |
+1,548
| New | +$204K | ﹤0.01% | 365 |
|
2023
Q2 | – | Sell |
-3,251
| Closed | -$289K | – | 296 |
|
2023
Q1 | $289K | Sell |
3,251
-4,522
| -58% | -$401K | ﹤0.01% | 251 |
|
2022
Q4 | $634K | Buy |
+7,773
| New | +$634K | ﹤0.01% | 202 |
|
2022
Q3 | – | Sell |
-2,852
| Closed | -$238K | – | 296 |
|
2022
Q2 | $238K | Buy |
2,852
+777
| +37% | +$64.8K | ﹤0.01% | 270 |
|
2022
Q1 | $219K | Sell |
2,075
-984
| -32% | -$104K | ﹤0.01% | 296 |
|
2021
Q4 | $354K | Buy |
+3,059
| New | +$354K | ﹤0.01% | 191 |
|