Laurel Wealth Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-822
| Closed | -$67K | – | 124 |
|
|
2022
Q4 | $67K | Hold |
822
| – | – | 0.04% | 98 |
|
|
2022
Q3 | $66K | Hold |
822
| – | – | 0.05% | 89 |
|
|
2022
Q2 | $69K | Sell |
822
-349
| -30% | -$29.3K | 0.05% | 97 |
|
|
2022
Q1 | $124K | Hold |
1,171
| – | – | 0.08% | 81 |
|
|
2021
Q4 | $135K | Hold |
1,171
| – | – | 0.1% | 69 |
|
|
2021
Q3 | $120K | Hold |
1,171
| – | – | 0.1% | 68 |
|
|
2021
Q2 | $118K | Hold |
1,171
| – | – | 0.1% | 55 |
|
|
2021
Q1 | $106K | Hold |
1,171
| – | – | 0.1% | 53 |
|
|
2020
Q4 | $104K | Buy |
+1,171
| New | +$104K | 0.1% | 51 |
|