GWAG
Garrett Wealth Advisory Group’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 | $326K | Sell |
2,167
-395
| -15% | -$59.4K | 0.07% | 83 |
|
|
2025
Q1 | $326K | Sell |
2,562
-1,335
| -34% | -$170K | 0.07% | 80 |
|
|
2024
Q4 | $543K | Sell |
3,897
-6,286
| -62% | -$876K | 0.12% | 48 |
|
|
2024
Q3 | $1.34M | Buy |
10,183
+6,436
| +172% | +$849K | 0.33% | 28 |
|
|
2024
Q2 | $478K | Buy |
+3,747
| New | +$478K | 0.18% | 50 |
|
|
2019
Q4 | – | Sell |
-1,160
| Closed | -$73K | – | 343 |
|
|
2019
Q3 | $73K | Buy |
+1,160
| New | +$73K | 0.05% | 103 |
|