Householder Group Estate & Retirement Specialist’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 | $12K | Sell |
87
-1,648
| -95% | -$227K | 0.01% | 347 |
|
|
2024
Q3 | $228K | Buy |
1,735
+12
| +0.7% | +$1.58K | 0.07% | 227 |
|
|
2024
Q2 | $219K | Buy |
1,723
+75
| +5% | +$9.53K | 0.06% | 235 |
|
|
2024
Q1 | $193K | Sell |
1,648
-6
| -0.4% | -$703 | 0.06% | 246 |
|
|
2023
Q4 | $172K | Sell |
1,654
-12
| -0.7% | -$1.25K | 0.06% | 257 |
|
|
2023
Q3 | $158K | Buy |
+1,666
| New | +$158K | 0.06% | 246 |
|
|
2023
Q1 | $26K | Buy |
+298
| New | +$26K | 0.01% | 582 |
|
|
2022
Q4 | – | Sell |
-397
| Closed | -$31K | – | 710 |
|
|
2022
Q3 | $31K | Buy |
+397
| New | +$31K | 0.01% | 493 |
|