Focus Partners 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
$28M Buy
186,289
+7,181
+4% +$1.08M 0.06% 286
2025
Q1
$22.8M Sell
179,108
-15,655
-8% -$1.99M 0.06% 295
2024
Q4
$27.4M Sell
194,763
-7,373
-4% -$1.04M 0.07% 252
2024
Q3
$26.7M Sell
202,136
-220,254
-52% -$29.1M 0.08% 236
2024
Q2
$53.8M Buy
422,390
+211,264
+100% +$26.9M 0.18% 125
2024
Q1
$24.7M Buy
211,126
+26,236
+14% +$3.08M 0.2% 130
2023
Q4
$19.2M Buy
+184,890
New +$19.2M 0.25% 110