Leonard Rickey Investment 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
Q3 | $746K | Sell |
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|
2025
Q2 | $684K | Sell |
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2025
Q1 | $585K | Sell |
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|
2024
Q4 | $696K | Buy |
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|
2024
Q3 | $642K | Buy |
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|
2024
Q2 | $616K | Sell |
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|
2024
Q1 | $587K | Sell |
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|
2023
Q4 | $598K | Sell |
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|
2023
Q3 | $554K | Sell |
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|
2023
Q2 | $606K | Sell |
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|
2023
Q1 | $580K | Sell |
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|
2022
Q4 | $562K | Buy |
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|
2022
Q3 | $453K | Sell |
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|
2022
Q2 | $497K | Sell |
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|
2022
Q1 | $658K | Sell |
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|
2021
Q4 | $758K | Buy |
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|
2021
Q3 | $578K | Buy |
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|
2021
Q2 | $564K | Sell |
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|
2021
Q1 | $529K | Sell |
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|
2020
Q4 | $525K | Buy |
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|
2020
Q3 | $453K | Sell |
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|
2020
Q2 | $471K | Sell |
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|
2020
Q1 | $379K | Buy |
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|
2019
Q4 | $429K | Buy |
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|
2019
Q3 | $373K | Sell |
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|
2019
Q2 | $373K | Buy |
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|
2019
Q1 | $334K | Buy |
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|
2018
Q4 | $285K | Buy |
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