Heritage Wealth Management (Arizona)’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
Q2 | $228K | Hold |
1,785
| – | – | 0.13% | 151 |
|
|
2024
Q1 | $209K | Buy |
+1,785
| New | +$209K | 0.11% | 171 |
|
|
2022
Q4 | $304K | Buy |
3,724
+1,816
| +95% | +$148K | 0.04% | 289 |
|
|
2022
Q3 | $153K | Hold |
1,908
| – | – | 0.05% | 275 |
|
|
2022
Q2 | $160K | Sell |
1,908
-59
| -3% | -$4.94K | 0.05% | 276 |
|
|
2022
Q1 | $208K | Buy |
+1,967
| New | +$208K | 0.06% | 267 |
|
|
2021
Q3 | $201K | Sell |
1,959
-659
| -25% | -$67.6K | 0.07% | 215 |
|
|
2021
Q2 | $264K | Sell |
2,618
-77
| -3% | -$7.77K | 0.1% | 175 |
|
|
2021
Q1 | $245K | Buy |
+2,695
| New | +$245K | 0.14% | 134 |
|