Geneos Wealth Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $946K | Buy |
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|
2025
Q2 | $756K | Sell |
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|
2025
Q1 | $1.22M | Buy |
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|
2024
Q4 | $556K | Sell |
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|
2024
Q3 | $533K | Sell |
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|
2024
Q2 | $540K | Buy |
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|
2024
Q1 | $471K | Sell |
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|
2023
Q4 | $423K | Buy |
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|
2023
Q3 | $374K | Buy |
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|
2023
Q2 | $382K | Hold |
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|
2023
Q1 | $347K | Sell |
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|
2022
Q4 | $321K | Buy |
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|
2022
Q3 | $311K | Sell |
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|
2022
Q2 | $344K | Buy |
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|
2022
Q1 | $432K | Sell |
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|
2021
Q4 | $508K | Buy |
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|
2021
Q3 | $432K | Sell |
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|
2021
Q2 | $440K | Sell |
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|
2021
Q1 | $418K | Hold |
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|
2020
Q4 | $359K | Buy |
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|
2020
Q3 | $276K | Sell |
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|
2020
Q2 | $394K | Buy |
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|
2020
Q1 | $299K | Buy |
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|
2019
Q4 | $361K | Buy |
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|
2019
Q3 | $227K | Buy |
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|
2019
Q2 | $223K | Sell |
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|
2019
Q1 | $253K | Buy |
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|
2018
Q4 | $185K | Buy |
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|
2018
Q3 | $206K | Buy |
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|
2018
Q2 | $55K | Sell |
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|
2018
Q1 | $54K | Hold |
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|
2017
Q4 | $53K | Hold |
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|
2017
Q3 | $49K | Hold |
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|
2017
Q2 | $47K | Buy |
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|
2017
Q1 | $34K | Hold |
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|
2016
Q4 | $31K | Hold |
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|
2016
Q3 | $31K | Hold |
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|
2016
Q2 | $30K | Buy |
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