Integrated Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-730
| Closed | -$31K | – | 627 |
|
|
2016
Q3 | $31K | Hold |
730
| – | – | 0.01% | 509 |
|
|
2016
Q2 | $30K | Hold |
730
| – | – | 0.01% | 507 |
|
|
2016
Q1 | $30K | Hold |
730
| – | – | 0.01% | 467 |
|
|
2015
Q4 | $30K | Hold |
730
| – | – | 0.01% | 490 |
|
|
2015
Q3 | $28K | Hold |
730
| – | – | 0.01% | 494 |
|
|
2015
Q2 | $30K | Hold |
730
| – | – | 0.01% | 496 |
|
|
2015
Q1 | $29K | Buy |
+730
| New | +$29K | 0.01% | 484 |
|