IWM
IHT Wealth Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13M | Buy |
86,636
+4,848
| +6% | +$729K | 0.36% | 65 |
|
|
2025
Q1 | $10.4M | Buy |
81,788
+4,414
| +6% | +$561K | 0.32% | 71 |
|
|
2024
Q4 | $10.8M | Buy |
77,374
+5,386
| +7% | +$751K | 0.35% | 60 |
|
|
2024
Q3 | $9.49M | Buy |
71,988
+3,351
| +5% | +$442K | 0.27% | 72 |
|
|
2024
Q2 | $8.75M | Buy |
68,637
+3,615
| +6% | +$461K | 0.33% | 63 |
|
|
2024
Q1 | $7.62M | Sell |
65,022
-1,841
| -3% | -$216K | 0.31% | 65 |
|
|
2023
Q4 | $6.96M | Buy |
66,863
+340
| +0.5% | +$35.4K | 0.31% | 68 |
|
|
2023
Q3 | $6.31M | Sell |
66,523
-749
| -1% | -$71K | 0.32% | 61 |
|
|
2023
Q2 | $6.57M | Sell |
67,272
-1,168
| -2% | -$114K | 0.34% | 58 |
|
|
2023
Q1 | $6.08M | Sell |
68,440
-2,645
| -4% | -$235K | 0.35% | 59 |
|
|
2022
Q4 | $5.79M | Buy |
71,085
+1,069
| +2% | +$87.1K | 0.36% | 60 |
|
|
2022
Q3 | $5.61M | Buy |
70,016
+1,589
| +2% | +$127K | 0.43% | 44 |
|
|
2022
Q2 | $5.73M | Sell |
68,427
-3,945
| -5% | -$330K | 0.5% | 34 |
|
|
2022
Q1 | $7.65M | Sell |
72,372
-9,494
| -12% | -$1M | 0.58% | 27 |
|
|
2021
Q4 | $9.47M | Sell |
81,866
-147
| -0.2% | -$17K | 0.7% | 22 |
|
|
2021
Q3 | $8.4M | Sell |
82,013
-12,717
| -13% | -$1.3M | 0.68% | 26 |
|
|
2021
Q2 | $9.57M | Sell |
94,730
-1,439
| -1% | -$145K | 0.61% | 27 |
|
|
2021
Q1 | $8.73M | Buy |
96,169
+2,320
| +2% | +$211K | 0.63% | 29 |
|
|
2020
Q4 | $8.32M | Sell |
93,849
-4,264
| -4% | -$378K | 0.69% | 22 |
|
|
2020
Q3 | $7.85M | Buy |
98,113
+3,517
| +4% | +$281K | 0.79% | 15 |
|
|
2020
Q2 | $6.8M | Sell |
94,596
-8,930
| -9% | -$642K | 0.93% | 14 |
|
|
2020
Q1 | $5.91M | Sell |
103,526
-137,731
| -57% | -$7.86M | 0.85% | 17 |
|
|
2019
Q4 | $16.3M | Buy |
241,257
+26,015
| +12% | +$1.76M | 1.93% | 4 |
|
|
2019
Q3 | $13.5M | Buy |
215,242
+53,346
| +33% | +$3.35M | 1.84% | 5 |
|
|
2019
Q2 | $10.1M | Buy |
161,896
+16,510
| +11% | +$1.03M | 1.47% | 8 |
|
|
2019
Q1 | $8.77M | Buy |
145,386
+17,622
| +14% | +$1.06M | 1.46% | 8 |
|
|
2018
Q4 | $6.73M | Buy |
127,764
+16,499
| +15% | +$869K | 1.3% | 7 |
|
|
2018
Q3 | $6.91M | Buy |
111,265
+39,722
| +56% | +$2.47M | 1.49% | 5 |
|
|
2018
Q2 | $4.09M | Buy |
71,543
+11,177
| +19% | +$639K | 1.05% | 15 |
|
|
2018
Q1 | $3.21M | Buy |
60,366
+19,459
| +48% | +$1.04M | 0.86% | 16 |
|
|
2017
Q4 | $2.27M | Buy |
40,907
+5,689
| +16% | +$316K | 0.6% | 23 |
|
|
2017
Q3 | $1.8M | Buy |
35,218
+28,798
| +449% | +$1.47M | 0.77% | 18 |
|
|
2017
Q2 | $6 | Buy |
6,420
+448
| +8% | – | ﹤0.01% | 1069 |
|
|
2017
Q1 | $1.41M | Buy |
5,972
+5,700
| +2,096% | +$1.35M | 0.94% | 14 |
|
|
2016
Q4 | $12K | Buy |
+272
| New | +$12K | 0.01% | 758 |
|