L.J. Altfest & Co’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 | $488K | Hold |
3,243
| – | – | 0.06% | 218 |
|
|
2025
Q1 | $412K | Hold |
3,243
| – | – | 0.05% | 235 |
|
|
2024
Q4 | $452K | Hold |
3,243
| – | – | 0.06% | 225 |
|
|
2024
Q3 | $428K | Hold |
3,243
| – | – | 0.06% | 227 |
|
|
2024
Q2 | $413K | Buy |
3,243
+43
| +1% | +$5.48K | 0.06% | 220 |
|
|
2024
Q1 | $375K | Hold |
3,200
| – | – | 0.05% | 225 |
|
|
2023
Q4 | $333K | Hold |
3,200
| – | – | 0.05% | 239 |
|
|
2023
Q3 | $303K | Hold |
3,200
| – | – | 0.05% | 239 |
|
|
2023
Q2 | $312K | Hold |
3,200
| – | – | 0.05% | 235 |
|
|
2023
Q1 | $284K | Hold |
3,200
| – | – | 0.04% | 228 |
|
|
2022
Q4 | $261K | Hold |
3,200
| – | – | 0.04% | 225 |
|
|
2022
Q3 | $257K | Hold |
3,200
| – | – | 0.05% | 229 |
|
|
2022
Q2 | $268K | Hold |
3,200
| – | – | 0.05% | 217 |
|
|
2022
Q1 | $338K | Hold |
3,200
| – | – | 0.06% | 193 |
|
|
2021
Q4 | $370K | Hold |
3,200
| – | – | 0.07% | 184 |
|
|
2021
Q3 | $328K | Hold |
3,200
| – | – | 0.07% | 194 |
|
|
2021
Q2 | $323K | Hold |
3,200
| – | – | 0.07% | 197 |
|
|
2021
Q1 | $291K | Hold |
3,200
| – | – | 0.07% | 208 |
|
|
2020
Q4 | $284K | Hold |
3,200
| – | – | 0.07% | 206 |
|
|
2020
Q3 | $256K | Hold |
3,200
| – | – | 0.07% | 185 |
|
|
2020
Q2 | $230K | Buy |
+3,200
| New | +$230K | 0.07% | 192 |
|
|
2020
Q1 | – | Sell |
-3,200
| Closed | -$216K | – | 214 |
|
|
2019
Q4 | $216K | Hold |
3,200
| – | – | 0.05% | 183 |
|
|
2019
Q3 | $201K | Hold |
3,200
| – | – | 0.05% | 179 |
|
|
2019
Q2 | $201K | Buy |
+3,200
| New | +$201K | 0.05% | 179 |
|