Financial Perspectives’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 | $310K | Buy |
2,062
+2
| +0.1% | +$301 | 0.09% | 117 |
|
|
2025
Q1 | $262K | Sell |
2,060
-23
| -1% | -$2.92K | 0.09% | 119 |
|
|
2024
Q4 | $290K | Buy |
2,083
+3
| +0.1% | +$418 | 0.1% | 114 |
|
|
2024
Q3 | $274K | Buy |
2,080
+3
| +0.1% | +$396 | 0.1% | 119 |
|
|
2024
Q2 | $265K | Sell |
2,077
-54
| -3% | -$6.88K | 0.1% | 115 |
|
|
2024
Q1 | $250K | Buy |
2,131
+43
| +2% | +$5.04K | 0.09% | 121 |
|
|
2023
Q4 | $217K | Buy |
2,088
+49
| +2% | +$5.1K | 0.09% | 140 |
|
|
2023
Q3 | $193K | Hold |
2,039
| – | – | 0.09% | 130 |
|
|
2023
Q2 | $199K | Buy |
2,039
+3
| +0.1% | +$293 | 0.09% | 131 |
|
|
2023
Q1 | $181K | Buy |
2,036
+6
| +0.3% | +$533 | 0.09% | 131 |
|
|
2022
Q4 | $165K | Buy |
2,030
+4
| +0.2% | +$326 | 0.08% | 135 |
|
|
2022
Q3 | $162K | Buy |
2,026
+5
| +0.2% | +$401 | 0.09% | 131 |
|
|
2022
Q2 | $169K | Buy |
2,021
+28
| +1% | +$2.34K | 0.1% | 128 |
|
|
2022
Q1 | $211K | Buy |
1,993
+3
| +0.2% | +$317 | 0.1% | 125 |
|
|
2021
Q4 | $230K | Buy |
1,990
+24
| +1% | +$2.78K | 0.11% | 111 |
|
|
2021
Q3 | $201K | Buy |
1,966
+841
| +75% | +$86.1K | 0.1% | 119 |
|
|
2021
Q2 | $114K | Sell |
1,125
-100,959
| -99% | -$10.2M | 0.06% | 174 |
|
|
2021
Q1 | $1.12M | Buy |
102,084
+101,185
| +11,255% | +$1.11M | 0.06% | 195 |
|
|
2020
Q4 | $79.7K | Buy |
899
+72
| +9% | +$6.38K | 0.05% | 187 |
|
|
2020
Q3 | $66.1K | Buy |
827
+1
| +0.1% | +$80 | 0.04% | 178 |
|
|
2020
Q2 | $59.4K | Buy |
826
+60
| +8% | +$4.31K | 0.04% | 175 |
|
|
2020
Q1 | $43.7K | Buy |
766
+2
| +0.3% | +$114 | 0.04% | 175 |
|
|
2019
Q4 | $51.7K | Buy |
+764
| New | +$51.7K | 0.04% | 176 |
|