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 |
|