Jackson Grant Investment Advisers’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 | $127K | Hold |
844
| – | – | 0.05% | 133 |
|
|
2025
Q1 | $107K | Hold |
844
| – | – | 0.04% | 139 |
|
|
2024
Q4 | $118K | Hold |
844
| – | – | 0.05% | 133 |
|
|
2024
Q3 | $111K | Buy |
844
+1
| +0.1% | +$132 | 0.04% | 140 |
|
|
2024
Q2 | $108K | Hold |
843
| – | – | 0.04% | 140 |
|
|
2024
Q1 | $98.8K | Hold |
843
| – | – | 0.04% | 140 |
|
|
2023
Q4 | $87.8K | Hold |
843
| – | – | 0.04% | 143 |
|
|
2023
Q3 | $79.9K | Buy |
843
+1
| +0.1% | +$95 | 0.04% | 144 |
|
|
2023
Q2 | $82.2K | Hold |
842
| – | – | 0.04% | 144 |
|
|
2023
Q1 | $74.7K | Hold |
842
| – | – | 0.04% | 158 |
|
|
2022
Q4 | $68.6K | Buy |
842
+1
| +0.1% | +$81 | 0.03% | 159 |
|
|
2022
Q3 | $67K | Hold |
841
| – | – | 0.04% | 151 |
|
|
2022
Q2 | $70K | Hold |
841
| – | – | 0.03% | 156 |
|
|
2022
Q1 | $89K | Hold |
841
| – | – | 0.04% | 151 |
|
|
2021
Q4 | $97K | Buy |
841
+1
| +0.1% | +$115 | 0.05% | 125 |
|
|
2021
Q3 | $86K | Hold |
840
| – | – | 0.04% | 158 |
|
|
2021
Q2 | $85K | Hold |
840
| – | – | 0.04% | 158 |
|
|
2021
Q1 | $76K | Hold |
840
| – | – | 0.04% | 164 |
|
|
2020
Q4 | $74K | Hold |
840
| – | – | 0.04% | 155 |
|
|
2020
Q3 | $67K | Buy |
840
+1
| +0.1% | +$80 | 0.04% | 132 |
|
|
2020
Q2 | $60K | Sell |
839
-61
| -7% | -$4.36K | 0.04% | 133 |
|
|
2020
Q1 | $51K | Buy |
900
+18
| +2% | +$1.02K | 0.04% | 136 |
|
|
2019
Q4 | $60K | Hold |
882
| – | – | 0.03% | 142 |
|
|
2019
Q3 | $55K | Buy |
882
+155
| +21% | +$9.67K | 0.03% | 144 |
|
|
2019
Q2 | $46K | Buy |
+727
| New | +$46K | 0.03% | 151 |
|