Forvis Mazars Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $401K | Sell |
2,667
-240
| -8% | -$36.1K | 0.01% | 321 |
|
|
2025
Q1 | $369K | Hold |
2,907
| – | – | 0.01% | 333 |
|
|
2024
Q4 | $405K | Buy |
2,907
+692
| +31% | +$96.4K | 0.01% | 342 |
|
|
2024
Q3 | $292K | Buy |
2,215
+456
| +26% | +$60.2K | 0.01% | 386 |
|
|
2024
Q2 | $224K | Hold |
1,759
| – | – | 0.01% | 384 |
|
|
2024
Q1 | $206K | Sell |
1,759
-183
| -9% | -$21.4K | 0.01% | 383 |
|
|
2023
Q4 | $202K | Buy |
+1,942
| New | +$202K | 0.01% | 377 |
|