IWS
Insight Wealth Strategies’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 | $854K | Buy |
5,736
+5
| +0.1% | +$745 | 0.11% | 104 |
|
|
2025
Q1 | $728K | Buy |
5,731
+4
| +0.1% | +$508 | 0.1% | 111 |
|
|
2024
Q4 | $798K | Sell |
5,727
-425
| -7% | -$59.2K | 0.11% | 108 |
|
|
2024
Q3 | $811K | Buy |
6,152
+263
| +4% | +$34.7K | 0.11% | 115 |
|
|
2024
Q2 | $751K | Buy |
5,889
+4
| +0.1% | +$510 | 0.11% | 121 |
|
|
2024
Q1 | $690K | Buy |
5,885
+4
| +0.1% | +$469 | 0.1% | 125 |
|
|
2023
Q4 | $612K | Buy |
5,881
+8
| +0.1% | +$833 | 0.1% | 124 |
|
|
2023
Q3 | $557K | Sell |
5,873
-566
| -9% | -$53.7K | 0.11% | 113 |
|
|
2023
Q2 | $629K | Buy |
6,439
+8
| +0.1% | +$781 | 0.12% | 104 |
|
|
2023
Q1 | $571K | Buy |
6,431
+12
| +0.2% | +$1.07K | 0.11% | 104 |
|
|
2022
Q4 | $523K | Sell |
6,419
-1,022
| -14% | -$83.3K | 0.1% | 104 |
|
|
2022
Q3 | $623K | Hold |
7,441
| – | – | 0.12% | 109 |
|
|
2022
Q2 | $623K | Sell |
7,441
-204,606
| -96% | -$17.1M | 0.12% | 109 |
|
|
2022
Q1 | $22.4M | Buy |
212,047
+2,364
| +1% | +$250K | 3.3% | 15 |
|
|
2021
Q4 | $24.2M | Buy |
209,683
+5,760
| +3% | +$666K | 3.46% | 12 |
|
|
2021
Q3 | $20.9M | Sell |
203,923
-11,749
| -5% | -$1.2M | 2.94% | 17 |
|
|
2021
Q2 | $21.8M | Sell |
215,672
-28,752
| -12% | -$2.9M | 3.1% | 17 |
|
|
2021
Q1 | $22.2M | Buy |
244,424
+35,778
| +17% | +$3.25M | 2.97% | 16 |
|
|
2020
Q4 | $18.5M | Sell |
208,646
-51,506
| -20% | -$4.57M | 3.14% | 13 |
|
|
2020
Q3 | $20.8M | Buy |
260,152
+45,061
| +21% | +$3.6M | 3.86% | 11 |
|
|
2020
Q2 | $15.5M | Buy |
215,091
+17,442
| +9% | +$1.25M | 3.44% | 9 |
|
|
2020
Q1 | $11.3M | Buy |
197,649
+170,966
| +641% | +$9.76M | 3% | 9 |
|
|
2019
Q4 | $1.81M | Buy |
26,683
+1,326
| +5% | +$89.7K | 0.38% | 55 |
|
|
2019
Q3 | $1.59M | Buy |
25,357
+347
| +1% | +$21.8K | 0.37% | 53 |
|
|
2019
Q2 | $1.57M | Buy |
25,010
+425
| +2% | +$26.6K | 0.38% | 47 |
|
|
2019
Q1 | $1.48M | Buy |
24,585
+8,777
| +56% | +$529K | 0.41% | 47 |
|
|
2018
Q4 | $833K | Buy |
+15,808
| New | +$833K | 0.26% | 61 |
|