HHM Wealth Advisors’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 | $110K | Hold |
731
| – | – | 0.01% | 265 |
|
|
2025
Q1 | $92.9K | Buy |
731
+576
| +372% | +$73.2K | 0.01% | 272 |
|
|
2024
Q4 | $21.6K | Hold |
155
| – | – | ﹤0.01% | 492 |
|
|
2024
Q3 | $20.4K | Hold |
155
| – | – | ﹤0.01% | 465 |
|
|
2024
Q2 | $19.8K | Hold |
155
| – | – | ﹤0.01% | 454 |
|
|
2024
Q1 | $18.2K | Hold |
155
| – | – | ﹤0.01% | 428 |
|
|
2023
Q4 | $16.1K | Hold |
155
| – | – | ﹤0.01% | 440 |
|
|
2023
Q3 | $14.7K | Hold |
155
| – | – | ﹤0.01% | 450 |
|
|
2023
Q2 | $15.1K | Hold |
155
| – | – | ﹤0.01% | 456 |
|
|
2023
Q1 | $13.8K | Hold |
155
| – | – | ﹤0.01% | 467 |
|
|
2022
Q4 | $12.6K | Hold |
155
| – | – | ﹤0.01% | 423 |
|
|
2022
Q3 | $12K | Hold |
155
| – | – | ﹤0.01% | 412 |
|
|
2022
Q2 | $13K | Hold |
155
| – | – | ﹤0.01% | 486 |
|
|
2022
Q1 | $16K | Hold |
155
| – | – | ﹤0.01% | 466 |
|
|
2021
Q4 | $18K | Hold |
155
| – | – | ﹤0.01% | 443 |
|
|
2021
Q3 | $16K | Hold |
155
| – | – | ﹤0.01% | 440 |
|
|
2021
Q2 | $16K | Hold |
155
| – | – | ﹤0.01% | 427 |
|
|
2021
Q1 | $14K | Hold |
155
| – | – | ﹤0.01% | 419 |
|
|
2020
Q4 | $14K | Hold |
155
| – | – | ﹤0.01% | 390 |
|
|
2020
Q3 | $12K | Buy |
+155
| New | +$12K | ﹤0.01% | 370 |
|