GC Wealth Management RIA’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
$216K Sell
1,436
-1,431
-50% -$215K 0.02% 508
2025
Q1
$364K Hold
2,867
0.07% 222
2024
Q4
$400K Hold
2,867
0.07% 204
2024
Q3
$378K Hold
2,867
0.07% 223
2024
Q2
$365K Hold
2,867
0.07% 204
2024
Q1
$336K Hold
2,867
0.07% 208
2023
Q4
$298K Buy
+2,867
New +$298K 0.13% 157