Larson Financial Group’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 | $152K | Buy |
1,011
+62
| +7% | +$9.32K | 0.01% | 716 |
|
|
2025
Q1 | $121K | Buy |
949
+95
| +11% | +$12.1K | 0.01% | 747 |
|
|
2024
Q4 | $119K | Buy |
854
+144
| +20% | +$20.1K | 0.01% | 685 |
|
|
2024
Q3 | $93.6K | Buy |
710
+618
| +672% | +$81.5K | 0.01% | 736 |
|
|
2024
Q2 | $11.7K | Hold |
92
| – | – | ﹤0.01% | 1207 |
|
|
2024
Q1 | $10.8K | Sell |
92
-14
| -13% | -$1.64K | ﹤0.01% | 1021 |
|
|
2023
Q4 | $11K | Buy |
106
+14
| +15% | +$1.46K | ﹤0.01% | 985 |
|
|
2023
Q3 | $8.72K | Buy |
92
+60
| +188% | +$5.69K | ﹤0.01% | 1037 |
|
|
2023
Q2 | $3.12K | Hold |
32
| – | – | ﹤0.01% | 1190 |
|
|
2023
Q1 | $2.84K | Buy |
+32
| New | +$2.84K | ﹤0.01% | 1190 |
|
|
2022
Q2 | – | Sell |
-107
| Closed | -$11K | – | 1239 |
|
|
2022
Q1 | $11K | Buy |
107
+2
| +2% | +$206 | ﹤0.01% | 635 |
|
|
2021
Q4 | $12K | Buy |
105
+18
| +21% | +$2.06K | ﹤0.01% | 637 |
|
|
2021
Q3 | $9K | Hold |
87
| – | – | ﹤0.01% | 612 |
|
|
2021
Q2 | $9K | Hold |
87
| – | – | ﹤0.01% | 576 |
|
|
2021
Q1 | $8K | Sell |
87
-29
| -25% | -$2.67K | ﹤0.01% | 583 |
|
|
2020
Q4 | $10K | Hold |
116
| – | – | ﹤0.01% | 496 |
|
|
2020
Q3 | $9K | Buy |
+116
| New | +$9K | ﹤0.01% | 448 |
|