Lloyd Advisory Services’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
Q1 | – | Sell |
-13,421
| Closed | -$1.87M | – | 104 |
|
|
2024
Q4 | $1.87M | Sell |
13,421
-526
| -4% | -$73.3K | 0.89% | 19 |
|
|
2024
Q3 | $1.84M | Buy |
+13,947
| New | +$1.84M | 0.89% | 20 |
|
|
2022
Q1 | – | Sell |
-23
| Closed | -$3K | – | 635 |
|
|
2021
Q4 | $3K | Sell |
23
-31,399
| -100% | -$4.1M | ﹤0.01% | 366 |
|
|
2021
Q3 | $3.22M | Buy |
31,422
+31,105
| +9,812% | +$3.19M | 1.66% | 19 |
|
|
2021
Q2 | $32K | Sell |
317
-28,085
| -99% | -$2.84M | 0.02% | 204 |
|
|
2021
Q1 | $2.58M | Buy |
+28,402
| New | +$2.58M | 1.4% | 22 |
|