Freedman Financial Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,096
| Closed | -$225K | – | 217 |
|
|
2022
Q1 | $225K | Sell |
2,096
-117
| -5% | -$12.6K | 0.16% | 72 |
|
|
2021
Q4 | $256K | Hold |
2,213
| – | – | 0.17% | 61 |
|
|
2021
Q3 | $227K | Hold |
2,213
| – | – | 0.17% | 62 |
|
|
2021
Q2 | $223K | Sell |
2,213
-500
| -18% | -$50.4K | 0.17% | 60 |
|
|
2021
Q1 | $246K | Buy |
2,713
+213
| +9% | +$19.3K | 0.2% | 49 |
|
|
2020
Q4 | $222K | Buy |
+2,500
| New | +$222K | 0.2% | 51 |
|