IFP Advisors’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 | $273K | Sell |
1,817
-79
| -4% | -$11.9K | 0.01% | 1107 |
|
|
2025
Q1 | $241K | Sell |
1,896
-50
| -3% | -$6.35K | 0.01% | 1087 |
|
|
2024
Q4 | $271K | Buy |
1,946
+535
| +38% | +$74.6K | 0.01% | 991 |
|
|
2024
Q3 | $186K | Buy |
1,411
+11
| +0.8% | +$1.45K | 0.01% | 1130 |
|
|
2024
Q2 | $178K | Sell |
1,400
-408
| -23% | -$52K | 0.01% | 1096 |
|
|
2024
Q1 | $212K | Buy |
1,808
+725
| +67% | +$85K | 0.01% | 974 |
|
|
2023
Q4 | $113K | Sell |
1,083
-41
| -4% | -$4.27K | 0.01% | 1194 |
|
|
2023
Q3 | $107K | Buy |
1,124
+766
| +214% | +$72.6K | ﹤0.01% | 1223 |
|
|
2023
Q2 | $35K | Sell |
358
-346
| -49% | -$33.8K | ﹤0.01% | 1767 |
|
|
2023
Q1 | $40.7K | Sell |
704
-3,422
| -83% | -$198K | ﹤0.01% | 1672 |
|
|
2022
Q4 | $238K | Sell |
4,126
-996
| -19% | -$57.5K | 0.01% | 1266 |
|
|
2022
Q3 | $295K | Buy |
5,122
+288
| +6% | +$16.6K | 0.01% | 1206 |
|
|
2022
Q2 | $278K | Hold |
4,834
| – | – | 0.01% | 1118 |
|
|
2022
Q1 | $278K | Buy |
4,834
+4,622
| +2,180% | +$266K | 0.01% | 1118 |
|
|
2021
Q4 | $24K | Hold |
212
| – | – | ﹤0.01% | 1834 |
|
|
2021
Q3 | $22K | Hold |
212
| – | – | ﹤0.01% | 1890 |
|
|
2021
Q2 | $22K | Hold |
212
| – | – | ﹤0.01% | 1885 |
|
|
2021
Q1 | $20K | Sell |
212
-310
| -59% | -$29.2K | ﹤0.01% | 1845 |
|
|
2020
Q4 | $47K | Hold |
522
| – | – | ﹤0.01% | 1470 |
|
|
2020
Q3 | $42K | Buy |
522
+200
| +62% | +$16.1K | ﹤0.01% | 1357 |
|
|
2020
Q2 | $23K | Hold |
322
| – | – | ﹤0.01% | 1506 |
|
|
2020
Q1 | $18K | Hold |
322
| – | – | ﹤0.01% | 1523 |
|
|
2019
Q4 | $21K | Sell |
322
-6,127
| -95% | -$400K | ﹤0.01% | 1598 |
|
|
2019
Q3 | $402K | Buy |
+6,449
| New | +$402K | 0.03% | 546 |
|
|
2019
Q1 | $227K | Sell |
3,814
-35,209
| -90% | -$2.1M | 0.03% | 437 |
|
|
2018
Q4 | $2.04M | Sell |
39,023
-32,966
| -46% | -$1.72M | 0.12% | 184 |
|
|
2018
Q3 | $4.47M | Sell |
71,989
-62,414
| -46% | -$3.88M | 0.18% | 126 |
|
|
2018
Q2 | $7.69M | Buy |
134,403
+12,071
| +10% | +$690K | 0.32% | 65 |
|
|
2018
Q1 | $6.58M | Hold |
122,332
| – | – | 0.3% | 73 |
|
|
2017
Q4 | $6.58M | Buy |
122,332
+3,018
| +3% | +$162K | 0.3% | 72 |
|
|
2017
Q3 | $6.02M | Buy |
119,314
+5,533
| +5% | +$279K | 0.24% | 85 |
|
|
2017
Q2 | $5.48M | Buy |
113,781
+17,618
| +18% | +$849K | 0.23% | 93 |
|
|
2017
Q1 | $4.46M | Buy |
96,163
+59,525
| +162% | +$2.76M | 0.19% | 113 |
|
|
2016
Q4 | $1.57M | Sell |
36,638
-429
| -1% | -$18.4K | 0.08% | 286 |
|
|
2016
Q3 | $1.58M | Buy |
37,067
+1,037
| +3% | +$44.1K | 0.08% | 258 |
|
|
2016
Q2 | $1.47M | Buy |
36,030
+28,402
| +372% | +$1.16M | 0.08% | 267 |
|
|
2016
Q1 | $227K | Sell |
7,628
-20,540
| -73% | -$611K | 0.03% | 437 |
|
|
2015
Q4 | $1.14M | Buy |
+28,168
| New | +$1.14M | 0.08% | 276 |
|