Golden State Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.78M | Sell |
25,157
-1,669
| -6% | -$251K | 0.46% | 40 |
|
|
2025
Q1 | $3.41M | Sell |
26,826
-1,021
| -4% | -$130K | 0.51% | 39 |
|
|
2024
Q4 | $3.88M | Buy |
+27,847
| New | +$3.88M | 0.58% | 33 |
|
|
2022
Q1 | $3.76M | Sell |
35,593
-258
| -0.7% | -$27.3K | 0.74% | 26 |
|
|
2021
Q4 | $4.15M | Sell |
35,851
-1,218
| -3% | -$141K | 0.71% | 27 |
|
|
2021
Q3 | $3.8M | Sell |
37,069
-640
| -2% | -$65.5K | 0.83% | 25 |
|
|
2021
Q2 | $3.81M | Sell |
37,709
-497
| -1% | -$50.2K | 0.84% | 23 |
|
|
2021
Q1 | $3.47M | Sell |
38,206
-664
| -2% | -$60.3K | 1.14% | 19 |
|
|
2020
Q4 | $3.45M | Sell |
38,870
-1,767
| -4% | -$157K | 1% | 19 |
|
|
2020
Q3 | $3.25M | Sell |
40,637
-8,239
| -17% | -$659K | 1.09% | 20 |
|
|
2020
Q2 | $3.38M | Buy |
48,876
+3,782
| +8% | +$262K | 1.09% | 16 |
|
|
2020
Q1 | $2.57M | Buy |
+45,094
| New | +$2.57M | 1.13% | 17 |
|
|
2019
Q4 | – | Sell |
-63,400
| Closed | -$3.99M | – | 487 |
|
|
2019
Q3 | $3.99M | Buy |
63,400
+1,276
| +2% | +$80.2K | 1.32% | 17 |
|
|
2019
Q2 | $3.89M | Buy |
62,124
+5,356
| +9% | +$336K | 1.23% | 17 |
|
|
2019
Q1 | $3.42M | Buy |
+56,768
| New | +$3.42M | 1.14% | 19 |
|