Founders Financial Securities’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 | $14.7M | Sell |
97,455
-20
| -0% | -$3.01K | 1.11% | 19 |
|
2025
Q1 | $12.6M | Buy |
97,475
+1,544
| +2% | +$199K | 1.06% | 21 |
|
2024
Q4 | $13.4M | Buy |
95,931
+14,743
| +18% | +$2.05M | 1.21% | 16 |
|
2024
Q3 | $10.7M | Sell |
81,188
-5,798
| -7% | -$765K | 0.99% | 26 |
|
2024
Q2 | $11.1M | Buy |
86,986
+2,779
| +3% | +$354K | 1.05% | 24 |
|
2024
Q1 | $9.87M | Buy |
84,207
+2,943
| +4% | +$345K | 1.04% | 26 |
|
2023
Q4 | $8.46M | Buy |
81,264
+7,224
| +10% | +$752K | 0.94% | 27 |
|
2023
Q3 | $7.02M | Buy |
74,040
+5,169
| +8% | +$490K | 0.91% | 27 |
|
2023
Q2 | $6.72M | Buy |
68,871
+14,427
| +26% | +$1.41M | 0.89% | 30 |
|
2023
Q1 | $4.83M | Buy |
54,444
+5,876
| +12% | +$522K | 0.7% | 37 |
|
2022
Q4 | $3.96M | Buy |
48,568
+21,575
| +80% | +$1.76M | 0.62% | 37 |
|
2022
Q3 | $2.16M | Buy |
26,993
+15,018
| +125% | +$1.2M | 0.38% | 59 |
|
2022
Q2 | $1M | Buy |
+11,975
| New | +$1M | 0.2% | 98 |
|