Integrated Wealth Concepts’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $932K | Buy |
40,130
+10,758
| +37% | +$250K | 0.01% | 963 |
|
|
2025
Q1 | $677K | Buy |
29,372
+455
| +2% | +$10.5K | 0.01% | 1011 |
|
|
2024
Q4 | $657K | Sell |
28,917
-32,807
| -53% | -$745K | 0.01% | 1002 |
|
|
2024
Q3 | $1.47M | Buy |
61,724
+7,412
| +14% | +$176K | 0.02% | 653 |
|
|
2024
Q2 | $1.23M | Buy |
54,312
+17
| +0% | +$386 | 0.02% | 667 |
|
|
2024
Q1 | $1.25M | Buy |
54,295
+7,181
| +15% | +$165K | 0.02% | 673 |
|
|
2023
Q4 | $1.1M | Buy |
47,114
+13,249
| +39% | +$308K | 0.02% | 694 |
|
|
2023
Q3 | $737K | Buy |
33,865
+19,017
| +128% | +$414K | 0.01% | 819 |
|
|
2023
Q2 | $338K | Buy |
+14,848
| New | +$338K | 0.01% | 1169 |
|
|
2022
Q3 | – | Sell |
-15,323
| Closed | -$355K | – | 1014 |
|
|
2022
Q2 | $355K | Buy |
+15,323
| New | +$355K | 0.01% | 707 |
|