LGWM
Litman Gregory Wealth Management’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 | $1.86M | Hold |
12,352
| – | – | 0.15% | 61 |
|
|
2025
Q1 | $1.57M | Sell |
12,352
-847
| -6% | -$108K | 0.13% | 60 |
|
|
2024
Q4 | $1.84M | Sell |
13,199
-45
| -0.3% | -$6.27K | 0.16% | 53 |
|
|
2024
Q3 | $1.75M | Sell |
13,244
-70
| -0.5% | -$9.23K | 0.15% | 55 |
|
|
2024
Q2 | $1.7M | Hold |
13,314
| – | – | 0.15% | 59 |
|
|
2024
Q1 | $1.56M | Buy |
13,314
+531
| +4% | +$62.2K | 0.14% | 60 |
|
|
2023
Q4 | $1.33M | Sell |
12,783
-894
| -7% | -$93.1K | 0.13% | 62 |
|
|
2023
Q3 | $1.3M | Sell |
13,677
-171
| -1% | -$16.2K | 0.13% | 62 |
|
|
2023
Q2 | $1.35M | Buy |
+13,848
| New | +$1.35M | 0.17% | 39 |
|
|
2023
Q1 | – | Sell |
-15,749
| Closed | -$1.28M | – | 68 |
|
|
2022
Q4 | $1.28M | Buy |
15,749
+11,875
| +307% | +$968K | 0.18% | 38 |
|
|
2022
Q3 | $311K | Buy |
+3,874
| New | +$311K | 0.05% | 60 |
|
|
2018
Q4 | – | Sell |
-694
| Closed | -$43K | – | 151 |
|
|
2018
Q3 | $43K | Hold |
694
| – | – | 0.01% | 60 |
|
|
2018
Q2 | $40K | Hold |
694
| – | – | 0.02% | 56 |
|
|
2018
Q1 | $38K | Buy |
+694
| New | +$38K | 0.02% | 108 |
|