Legacy Financial Group (Iowa)’s iShares Core S&P US Growth ETF IUSG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.3M | Sell |
360,731
-100,549
| -22% | -$15.1M | 7.57% | 2 |
|
|
2025
Q1 | $58.6M | Sell |
461,280
-7,866
| -2% | -$1,000K | 9.02% | 1 |
|
|
2024
Q4 | $65.4M | Sell |
469,146
-23,847
| -5% | -$3.32M | 10.58% | 1 |
|
|
2024
Q3 | $65M | Buy |
492,993
+768
| +0.2% | +$101K | 12.51% | 1 |
|
|
2024
Q2 | $62.7M | Buy |
492,225
+37,090
| +8% | +$4.73M | 12.34% | 1 |
|
|
2024
Q1 | $53.3M | Buy |
455,135
+427,369
| +1,539% | +$50.1M | 10.8% | 1 |
|
|
2023
Q4 | $2.89M | Sell |
27,766
-457,793
| -94% | -$47.6M | 13.11% | 2 |
|
|
2023
Q3 | $46M | Buy |
485,559
+2,799
| +0.6% | +$265K | 10.83% | 2 |
|
|
2023
Q2 | $47.1M | Buy |
482,760
+57,792
| +14% | +$5.64M | 12.15% | 2 |
|
|
2023
Q1 | $37.7M | Sell |
424,968
-24,753
| -6% | -$2.2M | 10.33% | 2 |
|
|
2022
Q4 | $36.7M | Buy |
449,721
+15,579
| +4% | +$1.27M | 10.98% | 2 |
|
|
2022
Q3 | $34.8M | Buy |
434,142
+25,911
| +6% | +$2.08M | 11.62% | 2 |
|
|
2022
Q2 | $34.2M | Sell |
408,231
-5,546
| -1% | -$464K | 10.78% | 2 |
|
|
2022
Q1 | $43.7M | Buy |
413,777
+78,212
| +23% | +$8.26M | 12.82% | 2 |
|
|
2021
Q4 | $37.6M | Sell |
335,565
-131,736
| -28% | -$14.7M | 16.14% | 1 |
|
|
2021
Q3 | $47.9M | Buy |
467,301
+14,012
| +3% | +$1.43M | 14.32% | 1 |
|
|
2021
Q2 | $45.8M | Buy |
453,289
+30,487
| +7% | +$3.08M | 13.83% | 1 |
|
|
2021
Q1 | $38.4M | Buy |
422,802
+5,967
| +1% | +$542K | 13.34% | 1 |
|
|
2020
Q4 | $37M | Buy |
+416,835
| New | +$37M | 14.22% | 1 |
|