ICA Group Wealth Management’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
Q2
$94.7K Sell
743
-17,471
-96% -$2.23M 0.06% 179
2024
Q1
$2.13M Sell
18,214
-1,427
-7% -$167K 0.43% 45
2023
Q4
$2.04M Buy
19,641
+368
+2% +$38.3K 0.46% 45
2023
Q3
$1.83M Sell
19,273
-1,861
-9% -$176K 0.51% 44
2023
Q2
$2.06M Buy
21,134
+10,096
+91% +$986K 0.52% 40
2023
Q1
$980K Sell
11,038
-13,732
-55% -$1.22M 0.23% 98
2022
Q4
$2.02M Sell
24,770
-6,585
-21% -$537K 0.47% 45
2022
Q3
$2.51M Sell
31,355
-1,695
-5% -$136K 0.53% 41
2022
Q2
$3.19M Sell
33,050
-1,989
-6% -$192K 0.6% 38
2022
Q1
$3.2M Buy
+35,039
New +$3.2M 0.61% 42