Legacy Financial Advisors’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
Q2 | $720K | Sell |
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|
2025
Q1 | $610K | Hold |
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|
2024
Q4 | $669K | Hold |
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|
2024
Q3 | $633K | Hold |
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|
2024
Q2 | $612K | Hold |
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|
2024
Q1 | $563K | Hold |
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|
2023
Q4 | $500K | Buy |
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|
2023
Q3 | $451K | Hold |
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|
2023
Q2 | $464K | Hold |
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|
2023
Q1 | $422K | Hold |
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|
2022
Q4 | $388K | Hold |
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|
2022
Q3 | $381K | Hold |
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|
2022
Q2 | $398K | Sell |
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|
2022
Q1 | $550K | Sell |
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|
2021
Q4 | $605K | Hold |
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|
2021
Q3 | $536K | Sell |
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|
2021
Q2 | $533K | Sell |
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|
2021
Q1 | $497K | Hold |
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|
2020
Q4 | $485K | Hold |
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|
2020
Q3 | $438K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $370K | Sell |
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|
2019
Q3 | $1.03M | Buy |
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|
2019
Q2 | $987K | Hold |
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|
2019
Q1 | $949K | Hold |
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|
2018
Q4 | $830K | Buy |
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|
2018
Q3 | $295K | Hold |
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|
2018
Q2 | $283K | Hold |
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|
2018
Q1 | $260K | Hold |
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|
2017
Q4 | $255K | Buy |
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