Institutional & Family Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $163K | Hold |
1,280
| – | – | 0.02% | 154 |
|
|
2024
Q1 | $150K | Hold |
1,280
| – | – | 0.02% | 155 |
|
|
2023
Q4 | $133K | Hold |
1,280
| – | – | 0.02% | 156 |
|
|
2023
Q3 | $121K | Hold |
1,280
| – | – | 0.02% | 160 |
|
|
2023
Q2 | $125K | Hold |
1,280
| – | – | 0.02% | 162 |
|
|
2023
Q1 | $114K | Sell |
1,280
-2,459
| -66% | -$218K | 0.02% | 163 |
|
|
2022
Q4 | $305K | Hold |
3,739
| – | – | 0.05% | 122 |
|
|
2022
Q3 | $300K | Hold |
3,739
| – | – | 0.05% | 122 |
|
|
2022
Q2 | $313K | Hold |
3,739
| – | – | 0.05% | 118 |
|
|
2022
Q1 | $395K | Hold |
3,739
| – | – | 0.06% | 119 |
|
|
2021
Q4 | $432K | Hold |
3,739
| – | – | 0.07% | 122 |
|
|
2021
Q3 | $383K | Sell |
3,739
-82
| -2% | -$8.4K | 0.06% | 133 |
|
|
2021
Q2 | $386K | Sell |
3,821
-144
| -4% | -$14.5K | 0.06% | 135 |
|
|
2021
Q1 | $360K | Buy |
3,965
+251
| +7% | +$22.8K | 0.07% | 141 |
|
|
2020
Q4 | $329K | Sell |
3,714
-1,615
| -30% | -$143K | 0.07% | 138 |
|
|
2020
Q3 | $426K | Sell |
5,329
-108
| -2% | -$8.63K | 0.1% | 115 |
|
|
2020
Q2 | $391K | Sell |
5,437
-1,433
| -21% | -$103K | 0.08% | 119 |
|
|
2020
Q1 | $392K | Hold |
6,870
| – | – | 0.09% | 114 |
|
|
2019
Q4 | $465K | Hold |
6,870
| – | – | 0.1% | 124 |
|
|
2019
Q3 | $432K | Buy |
6,870
+471
| +7% | +$29.6K | 0.09% | 122 |
|
|
2019
Q2 | $401K | Sell |
6,399
-406
| -6% | -$25.4K | 0.09% | 124 |
|
|
2019
Q1 | $410K | Hold |
6,805
| – | – | 0.09% | 123 |
|
|
2018
Q4 | $359K | Hold |
6,805
| – | – | 0.08% | 122 |
|
|
2018
Q3 | $423K | Buy |
6,805
+1,041
| +18% | +$64.7K | 0.08% | 128 |
|
|
2018
Q2 | $330K | Buy |
5,764
+4,837
| +522% | +$277K | 0.07% | 145 |
|
|
2018
Q1 | $51K | Buy |
+927
| New | +$51K | 0.01% | 321 |
|