LRIA
Leonard Rickey Investment Advisors’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 | $684K | Sell |
4,548
-137
| -3% | -$20.6K | 0.14% | 53 |
|
|
2025
Q1 | $585K | Sell |
4,685
-310
| -6% | -$38.7K | 0.13% | 52 |
|
|
2024
Q4 | $696K | Buy |
4,995
+130
| +3% | +$18.1K | 0.16% | 50 |
|
|
2024
Q3 | $642K | Buy |
4,865
+30
| +0.6% | +$3.96K | 0.15% | 52 |
|
|
2024
Q2 | $616K | Sell |
4,835
-169
| -3% | -$21.5K | 0.15% | 51 |
|
|
2024
Q1 | $587K | Sell |
5,004
-736
| -13% | -$86.3K | 0.15% | 49 |
|
|
2023
Q4 | $598K | Sell |
5,740
-100
| -2% | -$10.4K | 0.18% | 49 |
|
|
2023
Q3 | $554K | Sell |
5,840
-368
| -6% | -$34.9K | 0.18% | 46 |
|
|
2023
Q2 | $606K | Sell |
6,208
-326
| -5% | -$31.8K | 0.23% | 40 |
|
|
2023
Q1 | $580K | Sell |
6,534
-361
| -5% | -$32K | 0.23% | 39 |
|
|
2022
Q4 | $562K | Buy |
6,895
+1,244
| +22% | +$101K | 0.24% | 35 |
|
|
2022
Q3 | $453K | Sell |
5,651
-285
| -5% | -$22.8K | 0.21% | 39 |
|
|
2022
Q2 | $497K | Sell |
5,936
-295
| -5% | -$24.7K | 0.22% | 39 |
|
|
2022
Q1 | $658K | Sell |
6,231
-324
| -5% | -$34.2K | 0.25% | 37 |
|
|
2021
Q4 | $758K | Buy |
6,555
+916
| +16% | +$106K | 0.28% | 36 |
|
|
2021
Q3 | $578K | Buy |
5,639
+235
| +4% | +$24.1K | 0.24% | 38 |
|
|
2021
Q2 | $564K | Sell |
5,404
-423
| -7% | -$44.1K | 0.24% | 38 |
|
|
2021
Q1 | $529K | Sell |
5,827
-94
| -2% | -$8.53K | 0.21% | 37 |
|
|
2020
Q4 | $525K | Buy |
5,921
+261
| +5% | +$23.1K | 0.24% | 37 |
|
|
2020
Q3 | $453K | Sell |
5,660
-891
| -14% | -$71.3K | 0.28% | 36 |
|
|
2020
Q2 | $471K | Sell |
6,551
-94
| -1% | -$6.76K | 0.31% | 34 |
|
|
2020
Q1 | $379K | Buy |
6,645
+308
| +5% | +$17.6K | 0.29% | 34 |
|
|
2019
Q4 | $429K | Buy |
6,337
+407
| +7% | +$27.6K | 0.26% | 39 |
|
|
2019
Q3 | $373K | Sell |
5,930
-15
| -0.3% | -$944 | 0.25% | 41 |
|
|
2019
Q2 | $373K | Buy |
5,945
+407
| +7% | +$25.5K | 0.25% | 43 |
|
|
2019
Q1 | $334K | Buy |
5,538
+122
| +2% | +$7.36K | 0.24% | 46 |
|
|
2018
Q4 | $285K | Buy |
+5,416
| New | +$285K | 0.24% | 50 |
|