Laird Norton Wetherby Wealth Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Buy |
+7,605
| New | +$1.14M | 0.05% | 326 |
|
|
2024
Q4 | $1.06M | Hold |
7,605
| – | – | 0.05% | 325 |
|
|
2024
Q3 | $1M | Hold |
7,605
| – | – | 0.05% | 361 |
|
|
2024
Q2 | $969K | Hold |
7,605
| – | – | 0.05% | 361 |
|
|
2024
Q1 | $891K | Hold |
7,605
| – | – | 0.04% | 389 |
|
|
2023
Q4 | $792K | Hold |
7,605
| – | – | 0.04% | 408 |
|
|
2023
Q3 | $721K | Hold |
7,605
| – | – | 0.04% | 413 |
|
|
2023
Q2 | $743K | Hold |
7,605
| – | – | 0.04% | 415 |
|
|
2023
Q1 | $675K | Hold |
7,605
| – | – | 0.04% | 431 |
|
|
2022
Q4 | $620K | Sell |
7,605
-24
| -0.3% | -$1.96K | 0.04% | 452 |
|
|
2022
Q3 | $611K | Sell |
7,629
-1
| -0% | -$80 | 0.04% | 421 |
|
|
2022
Q2 | $639K | Buy |
7,630
+2,579
| +51% | +$216K | 0.04% | 413 |
|
|
2022
Q1 | $534K | Sell |
5,051
-1
| -0% | -$106 | 0.03% | 504 |
|
|
2021
Q4 | $584K | Buy |
5,052
+21
| +0.4% | +$2.43K | 0.03% | 461 |
|
|
2021
Q3 | $516K | Hold |
5,031
| – | – | 0.03% | 492 |
|
|
2021
Q2 | $508K | Buy |
+5,031
| New | +$508K | 0.03% | 499 |
|
|
2021
Q1 | – | Sell |
-5,154
| Closed | -$457K | – | 833 |
|
|
2020
Q4 | $457K | Buy |
+5,154
| New | +$457K | 0.03% | 486 |
|