Focused Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-502
| Closed | -$3.83M | – | 196 |
|
|
2024
Q3 | $3.83M | Buy |
+502
| New | +$3.83M | 0.5% | 30 |
|
|
2024
Q1 | – | Sell |
-500
| Closed | -$52.1K | – | 531 |
|
|
2023
Q4 | $52.1K | Hold |
500
| – | – | 0.01% | 301 |
|
|
2023
Q3 | $47.4K | Hold |
500
| – | – | 0.01% | 298 |
|
|
2023
Q2 | $48.8K | Hold |
500
| – | – | 0.01% | 307 |
|
|
2023
Q1 | $44.4K | Sell |
500
-53,574
| -99% | -$4.76M | 0.01% | 323 |
|
|
2022
Q4 | $4.41M | Buy |
+54,074
| New | +$4.41M | 0.9% | 20 |
|