Linscomb Wealth’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 | $530K | Hold |
3,526
| – | – | 0.02% | 226 |
|
|
2025
Q1 | $448K | Sell |
3,526
-731
| -17% | -$92.9K | 0.02% | 228 |
|
|
2024
Q4 | $593K | Hold |
4,257
| – | – | 0.03% | 214 |
|
|
2024
Q3 | $562K | Hold |
4,257
| – | – | 0.03% | 213 |
|
|
2024
Q2 | $543K | Hold |
4,257
| – | – | 0.03% | 209 |
|
|
2024
Q1 | $499K | Buy |
4,257
+1,192
| +39% | +$140K | 0.03% | 213 |
|
|
2023
Q4 | $319K | Hold |
3,065
| – | – | 0.02% | 242 |
|
|
2023
Q3 | $291K | Buy |
3,065
+58
| +2% | +$5.5K | 0.02% | 242 |
|
|
2023
Q2 | $294K | Hold |
3,007
| – | – | 0.02% | 251 |
|
|
2023
Q1 | $267K | Sell |
3,007
-82
| -3% | -$7.28K | 0.01% | 265 |
|
|
2022
Q4 | $252K | Sell |
3,089
-1,144
| -27% | -$93.3K | 0.01% | 304 |
|
|
2022
Q3 | $339K | Hold |
4,233
| – | – | 0.02% | 225 |
|
|
2022
Q2 | $354K | Sell |
4,233
-62
| -1% | -$5.19K | 0.02% | 226 |
|
|
2022
Q1 | $454K | Sell |
4,295
-1
| -0% | -$106 | 0.02% | 239 |
|
|
2021
Q4 | $497K | Sell |
4,296
-1,128
| -21% | -$130K | 0.02% | 225 |
|
|
2021
Q3 | $555K | Hold |
5,424
| – | – | 0.03% | 209 |
|
|
2021
Q2 | $548K | Sell |
5,424
-1,327
| -20% | -$134K | 0.03% | 209 |
|
|
2021
Q1 | $613K | Sell |
6,751
-171
| -2% | -$15.5K | 0.03% | 194 |
|
|
2020
Q4 | $614K | Hold |
6,922
| – | – | 0.04% | 183 |
|
|
2020
Q3 | $554K | Sell |
6,922
-1,099
| -14% | -$88K | 0.04% | 181 |
|
|
2020
Q2 | $577K | Sell |
8,021
-43,581
| -84% | -$3.14M | 0.04% | 180 |
|
|
2020
Q1 | $2.95M | Sell |
51,602
-4,093
| -7% | -$234K | 0.26% | 79 |
|
|
2019
Q4 | $3.77M | Buy |
55,695
+52,060
| +1,432% | +$3.52M | 0.25% | 76 |
|
|
2019
Q3 | $229K | Buy |
+3,635
| New | +$229K | 0.02% | 249 |
|