Investment Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.27M | Buy |
41,681
+409
| +1% | +$61.5K | 2.09% | 9 |
|
|
2025
Q1 | $5.24M | Buy |
41,272
+2,053
| +5% | +$261K | 1.9% | 11 |
|
|
2024
Q4 | $5.47M | Buy |
39,219
+978
| +3% | +$136K | 1.93% | 10 |
|
|
2024
Q3 | $5.04M | Buy |
38,241
+1,300
| +4% | +$171K | 1.78% | 13 |
|
|
2024
Q2 | $4.71M | Buy |
36,941
+2,083
| +6% | +$266K | 1.73% | 12 |
|
|
2024
Q1 | $4.09M | Buy |
34,858
+529
| +2% | +$62K | 1.5% | 14 |
|
|
2023
Q4 | $3.57M | Buy |
34,329
+2,286
| +7% | +$238K | 1.41% | 15 |
|
|
2023
Q3 | $3.04M | Buy |
32,043
+2,302
| +8% | +$218K | 1.31% | 17 |
|
|
2023
Q2 | $2.9M | Buy |
29,741
+4,074
| +16% | +$398K | 1.23% | 18 |
|
|
2023
Q1 | $2.29M | Sell |
25,667
-32
| -0.1% | -$2.86K | 1.13% | 25 |
|
|
2022
Q4 | $2.09M | Buy |
25,699
+3,082
| +14% | +$251K | 1.08% | 27 |
|
|
2022
Q3 | $1.81M | Buy |
22,617
+2,174
| +11% | +$174K | 1.08% | 28 |
|
|
2022
Q2 | $1.71M | Sell |
20,443
-1,612
| -7% | -$135K | 0.99% | 30 |
|
|
2022
Q1 | $2.33M | Sell |
22,055
-1,678
| -7% | -$177K | 1.3% | 24 |
|
|
2021
Q4 | $2.74M | Buy |
23,733
+4,886
| +26% | +$565K | 1.5% | 15 |
|
|
2021
Q3 | $1.93M | Buy |
18,847
+1,541
| +9% | +$158K | 1.18% | 25 |
|
|
2021
Q2 | $1.75M | Buy |
+17,306
| New | +$1.75M | 1.08% | 32 |
|
|
2020
Q4 | $1.38M | Buy |
15,590
+39
| +0.3% | +$3.46K | 0.97% | 34 |
|
|
2020
Q3 | $1.24M | Buy |
15,551
+161
| +1% | +$12.9K | 0.98% | 30 |
|
|
2020
Q2 | $1.11M | Sell |
15,390
-1,371
| -8% | -$98.5K | 0.95% | 31 |
|
|
2020
Q1 | $957K | Sell |
16,761
-3,887
| -19% | -$222K | 1.03% | 28 |
|
|
2019
Q4 | $1.4M | Buy |
+20,648
| New | +$1.4M | 1.26% | 29 |
|