IAG 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $25.4K | Hold |
169
| – | – | ﹤0.01% | 260 |
|
2025
Q1 | $21.5K | Hold |
169
| – | – | ﹤0.01% | 270 |
|
2024
Q4 | $23.6K | Hold |
169
| – | – | ﹤0.01% | 265 |
|
2024
Q3 | $22.3K | Hold |
169
| – | – | ﹤0.01% | 271 |
|
2024
Q2 | $21.5K | Hold |
169
| – | – | ﹤0.01% | 264 |
|
2024
Q1 | $19.8K | Hold |
169
| – | – | ﹤0.01% | 239 |
|
2023
Q4 | $17.6K | Sell |
169
-768
| -82% | -$79.9K | ﹤0.01% | 241 |
|
2023
Q3 | $88.9K | Sell |
937
-112
| -11% | -$10.6K | 0.02% | 108 |
|
2023
Q2 | $102K | Sell |
1,049
-183
| -15% | -$17.9K | 0.03% | 114 |
|
2023
Q1 | $109K | Sell |
1,232
-18
| -1% | -$1.6K | 0.03% | 98 |
|
2022
Q4 | $102K | Buy |
1,250
+531
| +74% | +$43.3K | 0.03% | 97 |
|
2022
Q3 | $58K | Hold |
719
| – | – | 0.02% | 111 |
|
2022
Q2 | $60K | Sell |
719
-58
| -7% | -$4.84K | 0.02% | 114 |
|
2022
Q1 | $82K | Hold |
777
| – | – | 0.03% | 101 |
|
2021
Q4 | $90K | Hold |
777
| – | – | 0.03% | 94 |
|
2021
Q3 | $80K | Sell |
777
-157
| -17% | -$16.2K | 0.03% | 91 |
|
2021
Q2 | $95K | Hold |
934
| – | – | 0.03% | 76 |
|
2021
Q1 | $85K | Hold |
934
| – | – | 0.03% | 74 |
|
2020
Q4 | $83K | Hold |
934
| – | – | 0.03% | 81 |
|
2020
Q3 | $75K | Hold |
934
| – | – | 0.03% | 82 |
|
2020
Q2 | $68K | Hold |
934
| – | – | 0.03% | 86 |
|
2020
Q1 | $54K | Hold |
934
| – | – | 0.04% | 91 |
|
2019
Q4 | $64K | Buy |
+934
| New | +$64K | 0.04% | 90 |
|