J.W. Cole Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Buy |
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|
2025
Q1 | $754K | Sell |
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|
2024
Q4 | $1.06M | Sell |
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|
2024
Q3 | $1.09M | Sell |
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|
2024
Q2 | $1.08M | Sell |
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|
2024
Q1 | $1.12M | Buy |
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|
2023
Q4 | $750K | Buy |
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|
2023
Q3 | $675K | Sell |
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|
2023
Q2 | $704K | Sell |
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|
2023
Q1 | $1.55M | Sell |
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|
2022
Q4 | $1.57M | Sell |
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|
2022
Q3 | $1.8M | Buy |
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|
2022
Q2 | $1.83M | Buy |
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|
2022
Q1 | $2M | Sell |
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|
2021
Q4 | $2.31M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.62M | Buy |
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|
2021
Q1 | $1.36M | Buy |
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|
2020
Q4 | $1.3M | Buy |
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|
2020
Q3 | $609K | Sell |
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|
2020
Q2 | $750K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $517K | Buy |
|