Ford Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7,768
| Closed | -$633K | – | 48 |
|
|
2022
Q4 | $633K | Sell |
7,768
-68
| -0.9% | -$5.54K | 0.25% | 69 |
|
|
2022
Q3 | $628K | Sell |
7,836
-12,817
| -62% | -$1.03M | 0.26% | 65 |
|
|
2022
Q2 | $1.73M | Sell |
20,653
-3,624
| -15% | -$303K | 0.7% | 35 |
|
|
2022
Q1 | $2.57M | Sell |
24,277
-16,662
| -41% | -$1.76M | 0.98% | 28 |
|
|
2021
Q4 | $4.73K | Sell |
40,939
-4,999
| -11% | -$578 | 0.94% | 16 |
|
|
2021
Q3 | $4.7M | Sell |
45,938
-469
| -1% | -$48K | 1.81% | 16 |
|
|
2021
Q2 | $4.69M | Buy |
46,407
+2,416
| +5% | +$244K | 1.75% | 15 |
|
|
2021
Q1 | $3.99M | Sell |
43,991
-4,569
| -9% | -$415K | 1.72% | 17 |
|
|
2020
Q4 | $4.31M | Buy |
48,560
+5,710
| +13% | +$506K | 2.03% | 15 |
|
|
2020
Q3 | $3.43M | Sell |
42,850
-6,348
| -13% | -$508K | 1.87% | 14 |
|
|
2020
Q2 | $3.54M | Sell |
49,198
-1,196
| -2% | -$86K | 1.97% | 13 |
|
|
2020
Q1 | $2.88M | Buy |
50,394
+6,270
| +14% | +$358K | 1.92% | 13 |
|
|
2019
Q4 | $2.98M | Buy |
44,124
+919
| +2% | +$62.2K | 1.72% | 9 |
|
|
2019
Q3 | $2.72M | Buy |
43,205
+623
| +1% | +$39.2K | 1.73% | 9 |
|
|
2019
Q2 | $2.67M | Buy |
42,582
+180
| +0.4% | +$11.3K | 1.81% | 11 |
|
|
2019
Q1 | $2.56M | Sell |
42,402
-841
| -2% | -$50.7K | 1.83% | 13 |
|
|
2018
Q4 | $2.28M | Buy |
43,243
+217
| +0.5% | +$11.4K | 1.72% | 13 |
|
|
2018
Q3 | $2.68M | Buy |
43,026
+381
| +0.9% | +$23.7K | 1.96% | 10 |
|
|
2018
Q2 | $2.45M | Sell |
42,645
-265
| -0.6% | -$15.2K | 1.79% | 12 |
|
|
2018
Q1 | $2.34M | Buy |
42,910
+2,469
| +6% | +$135K | 1.83% | 15 |
|
|
2017
Q4 | $2.25M | Buy |
+40,441
| New | +$2.25M | 1.69% | 14 |
|