Hilltop 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 | $36.3M | Buy |
241,047
+12,375
| +5% | +$1.86M | 20.37% | 1 |
|
|
2025
Q1 | $29.1M | Sell |
228,672
-11,666
| -5% | -$1.48M | 16.41% | 1 |
|
|
2024
Q4 | $33.5M | Sell |
240,338
-3,112
| -1% | -$434K | 16.93% | 1 |
|
|
2024
Q3 | $32.1M | Sell |
243,450
-5,120
| -2% | -$675K | 14.98% | 1 |
|
|
2024
Q2 | $31.7M | Buy |
248,570
+3,626
| +1% | +$462K | 15.9% | 1 |
|
|
2024
Q1 | $28.7M | Sell |
244,944
-1,508
| -0.6% | -$177K | 14.68% | 1 |
|
|
2023
Q4 | $25.7M | Buy |
246,452
+3,595
| +1% | +$374K | 14.63% | 1 |
|
|
2023
Q3 | $23M | Sell |
242,857
-6,668
| -3% | -$632K | 17.82% | 1 |
|
|
2023
Q2 | $24.4M | Buy |
249,525
+6,115
| +3% | +$597K | 17.97% | 1 |
|
|
2023
Q1 | $21.6M | Buy |
243,410
+11,976
| +5% | +$1.06M | 17.38% | 1 |
|
|
2022
Q4 | $18.9M | Buy |
231,434
+9,926
| +4% | +$809K | 16% | 2 |
|
|
2022
Q3 | $17.8M | Buy |
221,508
+10,882
| +5% | +$872K | 18.25% | 1 |
|
|
2022
Q2 | $17.6M | Buy |
+210,626
| New | +$17.6M | 17.17% | 2 |
|