FAM
Forte Asset Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $744K | Hold |
4,949
| – | – | 0.38% | 47 |
|
|
2025
Q1 | $629K | Hold |
4,949
| – | – | 0.32% | 50 |
|
|
2024
Q4 | $690K | Sell |
4,949
-45
| -0.9% | -$6.27K | 0.37% | 46 |
|
|
2024
Q3 | $659K | Hold |
4,994
| – | – | 0.35% | 47 |
|
|
2024
Q2 | $637K | Hold |
4,994
| – | – | 0.38% | 43 |
|
|
2024
Q1 | $585K | Hold |
4,994
| – | – | 0.35% | 42 |
|
|
2023
Q4 | $520K | Hold |
4,994
| – | – | 0.36% | 41 |
|
|
2023
Q3 | $475K | Hold |
4,994
| – | – | 0.32% | 39 |
|
|
2023
Q2 | $488K | Hold |
4,994
| – | – | 0.32% | 43 |
|
|
2023
Q1 | $443K | Hold |
4,994
| – | – | 0.29% | 45 |
|
|
2022
Q4 | $407K | Hold |
4,994
| – | – | 0.27% | 51 |
|
|
2022
Q3 | $400K | Hold |
4,994
| – | – | 0.27% | 53 |
|
|
2022
Q2 | $418K | Buy |
+4,994
| New | +$418K | 0.29% | 53 |
|