GDS Wealth Management’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 | $725K | Buy |
4,823
+481
| +11% | +$72.3K | 0.05% | 100 |
|
|
2025
Q1 | $552K | Sell |
4,342
-921
| -17% | -$117K | 0.05% | 108 |
|
|
2024
Q4 | $733K | Sell |
5,263
-71
| -1% | -$9.89K | 0.07% | 97 |
|
|
2024
Q3 | $704K | Sell |
5,334
-68,371
| -93% | -$9.02M | 0.07% | 80 |
|
|
2024
Q2 | $9.4M | Sell |
73,705
-1,667
| -2% | -$213K | 1.03% | 47 |
|
|
2024
Q1 | $8.83M | Buy |
75,372
+11,550
| +18% | +$1.35M | 1.03% | 49 |
|
|
2023
Q4 | $6.64M | Buy |
63,822
+26,902
| +73% | +$2.8M | 0.9% | 48 |
|
|
2023
Q3 | $3.5M | Buy |
36,920
+22,056
| +148% | +$2.09M | 0.55% | 50 |
|
|
2023
Q2 | $1.45M | Buy |
14,864
+7,893
| +113% | +$771K | 0.24% | 55 |
|
|
2023
Q1 | $619K | Sell |
6,971
-3,722
| -35% | -$330K | 0.11% | 67 |
|
|
2022
Q4 | $872K | Sell |
10,693
-163,851
| -94% | -$13.4M | 0.17% | 59 |
|
|
2022
Q3 | $14M | Buy |
174,544
+48,299
| +38% | +$3.87M | 3.12% | 6 |
|
|
2022
Q2 | $10.6M | Buy |
126,245
+107,704
| +581% | +$9.02M | 2.37% | 10 |
|
|
2022
Q1 | $1.85M | Buy |
18,541
+12,904
| +229% | +$1.28M | 0.41% | 47 |
|
|
2021
Q4 | $652K | Buy |
+5,637
| New | +$652K | 0.15% | 68 |
|