IAA
Independent Advisor Alliance’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
Q1 | – | Sell |
-28,919
| Closed | -$4.03M | – | 1098 |
|
|
2024
Q4 | $4.03M | Buy |
+28,919
| New | +$4.03M | 0.05% | 319 |
|
|
2020
Q2 | – | Sell |
-3,885
| Closed | -$222K | – | 504 |
|
|
2020
Q1 | $222K | Sell |
3,885
-77,343
| -95% | -$4.42M | 0.03% | 341 |
|
|
2019
Q4 | $5.5M | Buy |
81,228
+76,286
| +1,544% | +$5.16M | 0.24% | 93 |
|
|
2019
Q3 | $318K | Buy |
+4,942
| New | +$318K | 0.04% | 325 |
|
|
2019
Q2 | – | Sell |
-5,050
| Closed | -$305K | – | 435 |
|
|
2019
Q1 | $305K | Buy |
5,050
+1,230
| +32% | +$74.3K | 0.04% | 312 |
|
|
2018
Q4 | $217K | Buy |
+3,820
| New | +$217K | 0.04% | 350 |
|
|
2017
Q2 | – | Sell |
-99,233
| Closed | -$4.59M | – | 314 |
|
|
2017
Q1 | $4.59M | Buy |
+99,233
| New | +$4.59M | 0.73% | 34 |
|