GeoWealth 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
-109,503
Closed -$11.6M 362
2022
Q1
$11.6M Sell
109,503
-32,408
-23% -$3.42M 1.02% 28
2021
Q4
$16.4M Buy
141,911
+38,436
+37% +$4.44M 1.34% 18
2021
Q3
$10.6M Buy
+103,475
New +$10.6M 0.87% 31