Holistic Planning’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 | $1.64M | Buy |
10,888
+1,177
| +12% | +$177K | 0.47% | 42 |
|
|
2025
Q1 | $1.23M | Sell |
9,711
-83
| -0.8% | -$10.5K | 0.42% | 47 |
|
|
2024
Q4 | $1.36M | Sell |
9,794
-456
| -4% | -$63.5K | 0.49% | 40 |
|
|
2024
Q3 | $1.35M | Sell |
10,250
-1,369
| -12% | -$181K | 0.57% | 36 |
|
|
2024
Q2 | $1.36M | Hold |
11,619
| – | – | 1.05% | 30 |
|
|
2024
Q1 | $1.36M | Sell |
11,619
-1,447
| -11% | -$170K | 1.04% | 30 |
|
|
2023
Q4 | $1.36M | Buy |
+13,066
| New | +$1.36M | 1.15% | 30 |
|