FormulaFolio Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-9,583
| Closed | -$850K | – | 629 |
|
|
2020
Q4 | $850K | Buy |
9,583
+2,622
| +38% | +$233K | 0.02% | 347 |
|
|
2020
Q3 | $557K | Buy |
6,961
+1,219
| +21% | +$97.5K | 0.02% | 198 |
|
|
2020
Q2 | $413K | Buy |
+5,742
| New | +$413K | 0.02% | 206 |
|
|
2019
Q1 | – | Sell |
-37,069
| Closed | -$2.3M | – | 364 |
|
|
2018
Q4 | $2.3M | Hold |
37,069
| – | – | 0.1% | 77 |
|
|
2018
Q3 | $2.3M | Buy |
37,069
+19,210
| +108% | +$1.19M | 0.1% | 77 |
|
|
2018
Q2 | $1.02M | Sell |
17,859
-5,536
| -24% | -$317K | 0.05% | 126 |
|
|
2018
Q1 | $1.28M | Buy |
+23,395
| New | +$1.28M | 0.08% | 79 |
|