Ironwood Wealth Management (West Virginia)’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 | $13.3M | Sell |
88,520
-1,941
| -2% | -$292K | 6.28% | 7 |
|
|
2025
Q1 | $11M | Sell |
90,461
-1,857
| -2% | -$226K | 5.74% | 10 |
|
|
2024
Q4 | $12.8M | Sell |
92,318
-2,648
| -3% | -$367K | 6.31% | 8 |
|
|
2024
Q3 | $12.5M | Sell |
94,966
-1,865
| -2% | -$246K | 6.13% | 9 |
|
|
2024
Q2 | $12.7M | Sell |
96,831
-700
| -0.7% | -$91.7K | 6.42% | 9 |
|
|
2024
Q1 | $11.5M | Sell |
97,531
-913
| -0.9% | -$108K | 6.02% | 9 |
|
|
2023
Q4 | $10.3M | Buy |
98,444
+189
| +0.2% | +$19.8K | 5.63% | 9 |
|
|
2023
Q3 | $9.3M | Sell |
98,255
-374
| -0.4% | -$35.4K | 5.56% | 9 |
|
|
2023
Q2 | $9.55M | Buy |
98,629
+182
| +0.2% | +$17.6K | 5.56% | 9 |
|
|
2023
Q1 | $8.76M | Buy |
98,447
+195
| +0.2% | +$17.3K | 5.22% | 9 |
|
|
2022
Q4 | $8.21M | Buy |
98,252
+1,619
| +2% | +$135K | 4.8% | 10 |
|
|
2022
Q3 | $7.85M | Buy |
96,633
+364
| +0.4% | +$29.6K | 5.64% | 8 |
|
|
2022
Q2 | $8.45M | Buy |
96,269
+1,561
| +2% | +$137K | 5.8% | 8 |
|
|
2022
Q1 | $10M | Sell |
94,708
-12,954
| -12% | -$1.37M | 7.22% | 7 |
|
|
2021
Q4 | $12.5M | Sell |
107,662
-552
| -0.5% | -$63.8K | 8.71% | 6 |
|
|
2021
Q3 | $11.1M | Sell |
108,214
-20,564
| -16% | -$2.11M | 8.22% | 6 |
|
|
2021
Q2 | $13M | Buy |
128,778
+915
| +0.7% | +$92.4K | 9.33% | 6 |
|
|
2021
Q1 | $11.6M | Sell |
127,863
-261
| -0.2% | -$23.7K | 9.18% | 6 |
|
|
2020
Q4 | $11.4M | Buy |
+128,124
| New | +$11.4M | 10.24% | 5 |
|