IFG Advisory’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 | $9.21M | Buy |
61,222
+5,933
| +11% | +$892K | 0.46% | 52 |
|
2025
Q1 | $7.03M | Sell |
55,289
-1,226
| -2% | -$156K | 0.39% | 65 |
|
2024
Q4 | $7.88M | Buy |
56,515
+11,944
| +27% | +$1.66M | 0.45% | 54 |
|
2024
Q3 | $5.88M | Buy |
44,571
+5,296
| +13% | +$699K | 0.37% | 68 |
|
2024
Q2 | $5.01M | Buy |
39,275
+10,781
| +38% | +$1.37M | 0.32% | 77 |
|
2024
Q1 | $3.34M | Buy |
28,494
+12,929
| +83% | +$1.52M | 0.25% | 119 |
|
2023
Q4 | $1.62M | Buy |
15,565
+4,818
| +45% | +$502K | 0.12% | 200 |
|
2023
Q3 | $1.02M | Buy |
+10,747
| New | +$1.02M | 0.09% | 224 |
|
2023
Q2 | – | Sell |
-9,318
| Closed | -$827K | – | 411 |
|
2023
Q1 | $827K | Buy |
9,318
+532
| +6% | +$47.2K | 0.08% | 235 |
|
2022
Q4 | $716K | Sell |
8,786
-31
| -0.4% | -$2.53K | 0.07% | 253 |
|
2022
Q3 | $707K | Buy |
8,817
+1,701
| +24% | +$136K | 0.06% | 264 |
|
2022
Q2 | $595K | Sell |
7,116
-114
| -2% | -$9.53K | 0.06% | 267 |
|
2022
Q1 | $763K | Buy |
7,230
+442
| +7% | +$46.6K | 0.08% | 237 |
|
2021
Q4 | $785K | Buy |
6,788
+46
| +0.7% | +$5.32K | 0.08% | 231 |
|
2021
Q3 | $690K | Buy |
6,742
+384
| +6% | +$39.3K | 0.07% | 231 |
|
2021
Q2 | $642K | Sell |
6,358
-655
| -9% | -$66.1K | 0.07% | 248 |
|
2021
Q1 | $636K | Sell |
7,013
-2,737
| -28% | -$248K | 0.08% | 257 |
|
2020
Q4 | $864K | Sell |
9,750
-2,784
| -22% | -$247K | 0.12% | 189 |
|
2020
Q3 | $1M | Buy |
12,534
+732
| +6% | +$58.5K | 0.16% | 148 |
|
2020
Q2 | $848K | Sell |
11,802
-628
| -5% | -$45.1K | 0.15% | 158 |
|
2020
Q1 | $709K | Buy |
12,430
+735
| +6% | +$41.9K | 0.16% | 154 |
|
2019
Q4 | $791K | Sell |
11,695
-558
| -5% | -$37.7K | 0.14% | 169 |
|
2019
Q3 | $770K | Buy |
+12,253
| New | +$770K | 0.15% | 169 |
|