Hibernia Wealth Partners’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
Q4 | – | Sell |
-2,118
| Closed | -$279K | – | 87 |
|
|
2024
Q3 | $279K | Buy |
+2,118
| New | +$279K | 0.08% | 96 |
|
|
2024
Q2 | – | Sell |
-2,091
| Closed | -$245K | – | 104 |
|
|
2024
Q1 | $245K | Sell |
2,091
-30
| -1% | -$3.52K | 0.17% | 68 |
|
|
2023
Q4 | $221K | Sell |
2,121
-29
| -1% | -$3.02K | 0.17% | 63 |
|
|
2023
Q3 | $204K | Buy |
+2,150
| New | +$204K | 0.16% | 56 |
|