Foundations Investment Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Buy |
8,117
+3,043
| +60% | +$458K | 0.02% | 383 |
|
|
2025
Q1 | $645K | Buy |
5,074
+456
| +10% | +$58K | 0.01% | 506 |
|
|
2024
Q4 | $643K | Buy |
4,618
+2,511
| +119% | +$350K | 0.01% | 486 |
|
|
2024
Q3 | $278K | Buy |
+2,107
| New | +$278K | 0.01% | 658 |
|
|
2023
Q3 | – | Sell |
-2,155
| Closed | -$210K | – | 658 |
|
|
2023
Q2 | $210K | Buy |
+2,155
| New | +$210K | 0.01% | 539 |
|
|
2019
Q1 | – | Sell |
-9,719
| Closed | -$558K | – | 113 |
|
|
2018
Q4 | $558K | Buy |
+9,719
| New | +$558K | 0.12% | 54 |
|