HB 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 | $3.51M | Sell |
23,336
-1,602
| -6% | -$241K | 0.03% | 268 |
|
|
2025
Q1 | $3.17M | Sell |
24,938
-1,050
| -4% | -$133K | 0.03% | 292 |
|
|
2024
Q4 | $3.62M | Buy |
25,988
+1,424
| +6% | +$198K | 0.04% | 199 |
|
|
2024
Q3 | $3.24M | Buy |
24,564
+2
| +0% | +$264 | 0.03% | 207 |
|
|
2024
Q2 | $3.13M | Hold |
24,562
| – | – | 0.04% | 198 |
|
|
2024
Q1 | $2.88M | Sell |
24,562
-18
| -0.1% | -$2.11K | 0.04% | 199 |
|
|
2023
Q4 | $2.56M | Sell |
24,580
-620
| -2% | -$64.5K | 0.04% | 192 |
|
|
2023
Q3 | $2.39M | Sell |
25,200
-213
| -0.8% | -$20.2K | 0.04% | 184 |
|
|
2023
Q2 | $2.48M | Buy |
25,413
+690
| +3% | +$67.4K | 0.04% | 178 |
|
|
2023
Q1 | $2.19M | Sell |
24,723
-549
| -2% | -$48.7K | 0.04% | 189 |
|
|
2022
Q4 | $2.06M | Buy |
25,272
+440
| +2% | +$35.9K | 0.04% | 192 |
|
|
2022
Q3 | $1.99M | Buy |
24,832
+2
| +0% | +$160 | 0.04% | 175 |
|
|
2022
Q2 | $2.08M | Buy |
24,830
+2
| +0% | +$167 | 0.04% | 171 |
|
|
2022
Q1 | $2.62M | Buy |
24,828
+83
| +0.3% | +$8.77K | 0.05% | 156 |
|
|
2021
Q4 | $2.86M | Buy |
+24,745
| New | +$2.86M | 0.06% | 130 |
|