GM Advisory Group’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 | – | Sell |
-5,331
| Closed | -$677K | – | 294 |
|
|
2025
Q1 | $677K | Hold |
5,331
| – | – | 0.04% | 153 |
|
|
2024
Q4 | $743K | Hold |
5,331
| – | – | 0.04% | 142 |
|
|
2024
Q3 | $703K | Hold |
5,331
| – | – | 0.04% | 140 |
|
|
2024
Q2 | $680K | Hold |
5,331
| – | – | 0.04% | 134 |
|
|
2024
Q1 | $625K | Sell |
5,331
-699
| -12% | -$81.9K | 0.04% | 138 |
|
|
2023
Q4 | $628K | Buy |
6,030
+699
| +13% | +$72.8K | 0.05% | 128 |
|
|
2023
Q3 | $506K | Hold |
5,331
| – | – | 0.04% | 125 |
|
|
2023
Q2 | $521K | Hold |
5,331
| – | – | 0.04% | 123 |
|
|
2023
Q1 | $473K | Hold |
5,331
| – | – | 0.04% | 127 |
|
|
2022
Q4 | $435K | Sell |
5,331
-662
| -11% | -$54K | 0.05% | 125 |
|
|
2022
Q3 | $481K | Buy |
5,993
+662
| +12% | +$53.1K | 0.06% | 121 |
|
|
2022
Q2 | $446K | Sell |
5,331
-1,387
| -21% | -$116K | 0.07% | 118 |
|
|
2022
Q1 | $710K | Hold |
6,718
| – | – | 0.08% | 109 |
|
|
2021
Q4 | $777K | Buy |
+6,718
| New | +$777K | 0.07% | 107 |
|
|
2020
Q3 | – | Sell |
-20,000
| Closed | -$1.44M | – | 176 |
|
|
2020
Q2 | $1.44M | Hold |
20,000
| – | – | 0.27% | 52 |
|
|
2020
Q1 | $1.14M | Hold |
20,000
| – | – | 0.31% | 45 |
|
|
2019
Q4 | $1.35M | Buy |
+20,000
| New | +$1.35M | 0.42% | 24 |
|
|
2018
Q3 | – | Sell |
-287,737
| Closed | -$16.5M | – | 126 |
|
|
2018
Q2 | $16.5M | Buy |
287,737
+2,862
| +1% | +$164K | 4.89% | 5 |
|
|
2018
Q1 | $15.6M | Sell |
284,875
-3,556
| -1% | -$194K | 4.7% | 5 |
|
|
2017
Q4 | $15.5M | Buy |
288,431
+2,948
| +1% | +$159K | 4.22% | 6 |
|
|
2017
Q3 | $14.4M | Buy |
285,483
+3,403
| +1% | +$172K | 4.39% | 5 |
|
|
2017
Q2 | $13.6M | Buy |
+282,080
| New | +$13.6M | 4.28% | 5 |
|