FWM
ForthRight Wealth 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 | $27.2M | Buy |
181,076
+6,323
| +4% | +$951K | 8.49% | 4 |
|
|
2025
Q1 | $22.2M | Buy |
174,753
+1,386
| +0.8% | +$176K | 7.43% | 5 |
|
|
2024
Q4 | $24.2M | Sell |
173,367
-4,147
| -2% | -$578K | 8.05% | 5 |
|
|
2024
Q3 | $23.4M | Sell |
177,514
-14,940
| -8% | -$1.97M | 7.8% | 5 |
|
|
2024
Q2 | $24.5M | Sell |
192,454
-10,589
| -5% | -$1.35M | 8.82% | 4 |
|
|
2024
Q1 | $23.8M | Sell |
203,043
-1,924
| -0.9% | -$226K | 8.54% | 4 |
|
|
2023
Q4 | $21.3M | Buy |
204,967
+2,643
| +1% | +$275K | 8.27% | 4 |
|
|
2023
Q3 | $19.2M | Sell |
202,324
-2,258
| -1% | -$214K | 8.27% | 4 |
|
|
2023
Q2 | $20M | Sell |
204,582
-3,287
| -2% | -$321K | 8.35% | 4 |
|
|
2023
Q1 | $18.5M | Buy |
207,869
+5,297
| +3% | +$470K | 8.45% | 4 |
|
|
2022
Q4 | $16.5M | Buy |
202,572
+2,096
| +1% | +$171K | 8.45% | 4 |
|
|
2022
Q3 | $16.1M | Buy |
200,476
+3,211
| +2% | +$257K | 9.43% | 4 |
|
|
2022
Q2 | $16.5M | Sell |
197,265
-9,945
| -5% | -$832K | 9.18% | 4 |
|
|
2022
Q1 | $21.9M | Buy |
207,210
+24,461
| +13% | +$2.58M | 11.32% | 3 |
|
|
2021
Q4 | $21.1M | Sell |
182,749
-6,472
| -3% | -$748K | 11.55% | 3 |
|
|
2021
Q3 | $19.4M | Buy |
189,221
+3,444
| +2% | +$353K | 11.76% | 3 |
|
|
2021
Q2 | $18.8M | Buy |
185,777
+2,292
| +1% | +$231K | 11.9% | 3 |
|
|
2021
Q1 | $16.7M | Sell |
183,485
-12,886
| -7% | -$1.17M | 11.3% | 3 |
|
|
2020
Q4 | $17.4M | Buy |
+196,371
| New | +$17.4M | 13.68% | 3 |
|