Gemmer Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-563
| Closed | -$59K | – | 606 |
|
|
2022
Q1 | $59K | Hold |
563
| – | – | 0.01% | 239 |
|
|
2021
Q4 | $65K | Hold |
563
| – | – | 0.01% | 225 |
|
|
2021
Q3 | $58K | Hold |
563
| – | – | 0.01% | 214 |
|
|
2021
Q2 | $57K | Hold |
563
| – | – | 0.01% | 247 |
|
|
2021
Q1 | $51K | Sell |
563
-341
| -38% | -$30.9K | 0.01% | 237 |
|
|
2020
Q4 | $80K | Hold |
904
| – | – | 0.01% | 167 |
|
|
2020
Q3 | $72K | Hold |
904
| – | – | 0.01% | 158 |
|
|
2020
Q2 | $65K | Hold |
904
| – | – | 0.01% | 172 |
|
|
2020
Q1 | $52K | Buy |
+904
| New | +$52K | 0.01% | 178 |
|