Global Wealth Management Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-470
| Closed | -$48.9K | – | 291 |
|
|
2023
Q4 | $48.9K | Hold |
470
| – | – | 0.01% | 191 |
|
|
2023
Q3 | $44.6K | Hold |
470
| – | – | 0.01% | 199 |
|
|
2023
Q2 | $45.9K | Buy |
+470
| New | +$45.9K | 0.01% | 198 |
|
|
2022
Q3 | – | Sell |
-393
| Closed | -$33K | – | 300 |
|
|
2022
Q2 | $33K | Hold |
393
| – | – | 0.01% | 206 |
|
|
2022
Q1 | $42K | Hold |
393
| – | – | 0.01% | 205 |
|
|
2021
Q4 | $45K | Sell |
393
-26
| -6% | -$2.98K | 0.01% | 199 |
|
|
2021
Q3 | $43K | Buy |
419
+26
| +7% | +$2.67K | 0.01% | 209 |
|
|
2021
Q2 | $40K | Hold |
393
| – | – | 0.01% | 205 |
|
|
2021
Q1 | $36K | Hold |
393
| – | – | 0.01% | 211 |
|
|
2020
Q4 | $35K | Hold |
393
| – | – | 0.01% | 202 |
|
|
2020
Q3 | $31K | Hold |
393
| – | – | 0.01% | 198 |
|
|
2020
Q2 | $28K | Hold |
393
| – | – | 0.01% | 246 |
|
|
2020
Q1 | $22K | Hold |
393
| – | – | 0.01% | 245 |
|
|
2019
Q4 | $27K | Hold |
393
| – | – | 0.01% | 237 |
|
|
2019
Q3 | $25K | Hold |
393
| – | – | 0.01% | 226 |
|
|
2019
Q2 | $25K | Sell |
393
-46
| -10% | -$2.93K | 0.01% | 239 |
|
|
2019
Q1 | $26K | Hold |
439
| – | – | 0.01% | 277 |
|
|
2018
Q4 | $23K | Buy |
+439
| New | +$23K | 0.01% | 284 |
|