L.J. Altfest & Co’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
Q3 | $534K | Hold |
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|
2025
Q2 | $488K | Hold |
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|
2025
Q1 | $412K | Hold |
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|
2024
Q4 | $452K | Hold |
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|
2024
Q3 | $428K | Hold |
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|
2024
Q2 | $413K | Buy |
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|
2024
Q1 | $375K | Hold |
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|
2023
Q4 | $333K | Hold |
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|
2023
Q3 | $303K | Hold |
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|
2023
Q2 | $312K | Hold |
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|
2023
Q1 | $284K | Hold |
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|
2022
Q4 | $261K | Hold |
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|
2022
Q3 | $257K | Hold |
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|
2022
Q2 | $268K | Hold |
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|
2022
Q1 | $338K | Hold |
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|
2021
Q4 | $370K | Hold |
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|
2021
Q3 | $328K | Hold |
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|
2021
Q2 | $323K | Hold |
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|
2021
Q1 | $291K | Hold |
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|
2020
Q4 | $284K | Hold |
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|
2020
Q3 | $256K | Hold |
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|
2020
Q2 | $230K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $216K | Hold |
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|
2019
Q3 | $201K | Hold |
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|
2019
Q2 | $201K | Buy |
|