Linscomb Wealth’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 | $580K | Hold |
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|
2025
Q2 | $530K | Hold |
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|
2025
Q1 | $448K | Sell |
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|
2024
Q4 | $593K | Hold |
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|
2024
Q3 | $562K | Hold |
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|
2024
Q2 | $543K | Hold |
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|
2024
Q1 | $499K | Buy |
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|
2023
Q4 | $319K | Hold |
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|
2023
Q3 | $291K | Buy |
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|
2023
Q2 | $294K | Hold |
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|
2023
Q1 | $267K | Sell |
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|
2022
Q4 | $252K | Sell |
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|
2022
Q3 | $339K | Hold |
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|
2022
Q2 | $354K | Sell |
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|
2022
Q1 | $454K | Sell |
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|
2021
Q4 | $497K | Sell |
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|
2021
Q3 | $555K | Hold |
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|
2021
Q2 | $548K | Sell |
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|
2021
Q1 | $613K | Sell |
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|
2020
Q4 | $614K | Hold |
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|
2020
Q3 | $554K | Sell |
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|
2020
Q2 | $577K | Sell |
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|
2020
Q1 | $2.95M | Sell |
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|
2019
Q4 | $3.77M | Buy |
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|
2019
Q3 | $229K | Buy |
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