JPWM
Jamison Private Wealth Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.52M | Buy |
16,733
+343
| +2% | +$51.6K | 0.36% | 65 |
|
|
2025
Q1 | $2.08M | Sell |
16,390
-1,089
| -6% | -$138K | 0.32% | 76 |
|
|
2024
Q4 | $2.44M | Buy |
17,479
+293
| +2% | +$40.8K | 0.36% | 66 |
|
|
2024
Q3 | $2.27M | Buy |
17,186
+631
| +4% | +$83.2K | 0.35% | 70 |
|
|
2024
Q2 | $2.11M | Sell |
16,555
-262
| -2% | -$33.4K | 0.35% | 65 |
|
|
2024
Q1 | $1.97M | Buy |
16,817
+229
| +1% | +$26.8K | 0.33% | 69 |
|
|
2023
Q4 | $1.73M | Sell |
16,588
-166
| -1% | -$17.3K | 0.32% | 74 |
|
|
2023
Q3 | $1.59M | Buy |
+16,754
| New | +$1.59M | 0.33% | 76 |
|