Litman Gregory Wealth Management’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 | $2.03M | Hold |
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|
2025
Q2 | $1.86M | Hold |
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|
2025
Q1 | $1.57M | Sell |
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|
2024
Q4 | $1.84M | Sell |
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|
2024
Q3 | $1.75M | Sell |
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|
2024
Q2 | $1.7M | Hold |
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|
2024
Q1 | $1.56M | Buy |
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|
2023
Q4 | $1.33M | Sell |
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|
2023
Q3 | $1.3M | Sell |
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|
2023
Q2 | $1.35M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.28M | Buy |
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|
2022
Q3 | $311K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $43K | Hold |
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|
2018
Q2 | $40K | Hold |
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|
2018
Q1 | $38K | Buy |
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