Lido Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.76M | Sell |
38,294
-1,916
| -5% | -$288K | 0.02% | 320 |
|
|
2025
Q1 | $5.11M | Sell |
40,210
-970
| -2% | -$123K | 0.02% | 320 |
|
|
2024
Q4 | $5.74M | Buy |
41,180
+936
| +2% | +$130K | 0.03% | 284 |
|
|
2024
Q3 | $5.31M | Buy |
40,244
+228
| +0.6% | +$30.1K | 0.03% | 279 |
|
|
2024
Q2 | $5.1M | Sell |
40,016
-1,638
| -4% | -$209K | 0.03% | 271 |
|
|
2024
Q1 | $4.88M | Sell |
41,654
-192
| -0.5% | -$22.5K | 0.03% | 273 |
|
|
2023
Q4 | $4.36M | Sell |
41,846
-31,654
| -43% | -$3.3M | 0.03% | 268 |
|
|
2023
Q3 | $6.97M | Sell |
73,500
-7,084
| -9% | -$672K | 0.05% | 171 |
|
|
2023
Q2 | $7.87M | Buy |
80,584
+60,067
| +293% | +$5.86M | 0.06% | 161 |
|
|
2023
Q1 | $1.82M | Buy |
20,517
+10,810
| +111% | +$960K | 0.02% | 336 |
|
|
2022
Q4 | $791K | Sell |
9,707
-100
| -1% | -$8.15K | 0.01% | 417 |
|
|
2022
Q3 | $786K | Buy |
9,807
+700
| +8% | +$56.1K | 0.01% | 381 |
|
|
2022
Q2 | $762K | Hold |
9,107
| – | – | 0.01% | 369 |
|
|
2022
Q1 | $962K | Sell |
9,107
-1,087
| -11% | -$115K | 0.01% | 360 |
|
|
2021
Q4 | $1.18M | Buy |
10,194
+1
| +0% | +$116 | 0.01% | 345 |
|
|
2021
Q3 | $1.04M | Sell |
10,193
-567
| -5% | -$58K | 0.01% | 354 |
|
|
2021
Q2 | $1.09M | Buy |
10,760
+1,178
| +12% | +$119K | 0.02% | 327 |
|
|
2021
Q1 | $870K | Sell |
9,582
-632
| -6% | -$57.4K | 0.02% | 330 |
|
|
2020
Q4 | $905K | Hold |
10,214
| – | – | 0.02% | 303 |
|
|
2020
Q3 | $817K | Sell |
10,214
-413
| -4% | -$33K | 0.02% | 266 |
|
|
2020
Q2 | $764K | Buy |
10,627
+6,981
| +191% | +$502K | 0.02% | 250 |
|
|
2020
Q1 | $208K | Hold |
3,646
| – | – | 0.01% | 449 |
|
|
2019
Q4 | $247K | Buy |
3,646
+149
| +4% | +$10.1K | 0.01% | 501 |
|
|
2019
Q3 | $220K | Buy |
+3,497
| New | +$220K | 0.01% | 473 |
|