Great Valley Advisor Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.4M | Buy |
34,806
+5,772
| +20% | +$950K | 0.1% | 185 |
|
|
2025
Q4 | $4.88M | Buy |
29,034
+211
| +0.7% | +$35.2K | 0.09% | 195 |
|
|
2025
Q3 | $4.74M | Sell |
28,823
-1,750
| -6% | -$275K | 0.1% | 187 |
|
|
2025
Q2 | $4.6M | Buy |
30,573
+4,228
| +16% | +$573K | 0.1% | 183 |
|
|
2025
Q1 | $3.35M | Buy |
26,345
+3,321
| +14% | +$459K | 0.07% | 236 |
|
|
2024
Q4 | $3.21M | Sell |
23,024
-399
| -2% | -$54.8K | 0.07% | 249 |
|
|
2024
Q3 | $3.09M | Buy |
23,423
+4,742
| +25% | +$603K | 0.08% | 250 |
|
|
2024
Q2 | $2.38M | Buy |
18,681
+4,188
| +29% | +$500K | 0.07% | 263 |
|
|
2024
Q1 | $1.7M | Sell |
14,493
-1,958
| -12% | -$218K | 0.05% | 295 |
|
|
2023
Q4 | $1.71M | Buy |
16,451
+161
| +1% | +$15.9K | 0.06% | 262 |
|
|
2023
Q3 | $1.55M | Sell |
16,290
-98
| -0.6% | -$9.62K | 0.06% | 251 |
|
|
2023
Q2 | $1.6M | Sell |
16,388
-991
| -6% | -$90.9K | 0.07% | 246 |
|
|
2023
Q1 | $1.54M | Sell |
17,379
-548
| -3% | -$46.7K | 0.07% | 246 |
|
|
2022
Q4 | $1.46M | Buy |
17,927
+6,202
| +53% | +$518K | 0.07% | 260 |
|
|
2022
Q3 | $940K | Buy |
11,725
+92
| +0.8% | +$8.29K | 0.05% | 313 |
|
|
2022
Q2 | $974K | Sell |
11,633
-111
| -0.9% | -$10.2K | 0.05% | 316 |
|
|
2022
Q1 | $1.24M | Sell |
11,744
-75
| -0.6% | -$7.79K | 0.07% | 249 |
|
|
2021
Q4 | $1.36M | Buy |
11,819
+214
| +2% | +$23.9K | 0.08% | 231 |
|
|
2021
Q3 | $1.19M | Buy |
11,605
+1,269
| +12% | +$134K | 0.08% | 229 |
|
|
2021
Q2 | $1.04M | Buy |
10,336
+7,430
| +256% | +$716K | 0.08% | 236 |
|
|
2021
Q1 | $264K | Sell |
2,906
-652
| -18% | -$58.8K | 0.03% | 431 |
|
|
2020
Q4 | $315K | Sell |
3,558
-231
| -6% | -$19.4K | 0.03% | 366 |
|
|
2020
Q3 | $303K | Sell |
3,789
-21
| -0.6% | -$1.65K | 0.04% | 326 |
|
|
2020
Q2 | $275K | Buy |
3,810
+230
| +6% | +$15.3K | 0.05% | 326 |
|
|
2020
Q1 | $204K | Sell |
3,580
-61
| -2% | -$4.01K | 0.05% | 287 |
|
|
2019
Q4 | $246K | Sell |
3,641
-102
| -3% | -$6.61K | 0.05% | 311 |
|
|
2019
Q3 | $235K | Buy |
+3,743
| New | +$237K | 0.06% | 303 |
|
Other funds holding IUSG
MFG
BTI
