Madison Wealth Partners’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 | $61.4M | Buy |
408,133
+17,985
| +5% | +$2.7M | 13.4% | 1 |
|
|
2025
Q1 | $49.6M | Buy |
390,148
+667
| +0.2% | +$84.8K | 12.24% | 1 |
|
|
2024
Q4 | $54.3M | Buy |
389,481
+48,108
| +14% | +$6.7M | 15.17% | 2 |
|
|
2024
Q3 | $45M | Sell |
341,373
-1,085
| -0.3% | -$143K | 13.34% | 2 |
|
|
2024
Q2 | $43.7M | Buy |
342,458
+123
| +0% | +$15.7K | 14.98% | 2 |
|
|
2024
Q1 | $40.1M | Buy |
342,335
+1,618
| +0.5% | +$190K | 14.51% | 2 |
|
|
2023
Q4 | $35.5M | Buy |
340,717
+13,407
| +4% | +$1.4M | 14.06% | 2 |
|
|
2023
Q3 | $31M | Sell |
327,310
-35,760
| -10% | -$3.39M | 15.7% | 2 |
|
|
2023
Q2 | $35.5M | Sell |
363,070
-5,956
| -2% | -$582K | 16.57% | 1 |
|
|
2023
Q1 | $32.8M | Buy |
369,026
+22,151
| +6% | +$1.97M | 16.52% | 1 |
|
|
2022
Q4 | $28.3M | Buy |
346,875
+4,148
| +1% | +$338K | 16.5% | 2 |
|
|
2022
Q3 | $27.5M | Buy |
342,727
+15,835
| +5% | +$1.27M | 17.98% | 1 |
|
|
2022
Q2 | $27.4M | Buy |
326,892
+28,057
| +9% | +$2.35M | 17.38% | 1 |
|
|
2022
Q1 | $31.6M | Buy |
298,835
+14,032
| +5% | +$1.48M | 17.66% | 1 |
|
|
2021
Q4 | $32.9M | Buy |
284,803
+13,851
| +5% | +$1.6M | 16.56% | 1 |
|
|
2021
Q3 | $27.7M | Buy |
270,952
+8,367
| +3% | +$857K | 15.65% | 1 |
|
|
2021
Q2 | $26.5M | Buy |
262,585
+10,413
| +4% | +$1.05M | 15.18% | 1 |
|
|
2021
Q1 | $22.4M | Sell |
252,172
-1,322
| -0.5% | -$117K | 15.73% | 3 |
|
|
2020
Q4 | $22.5M | Buy |
+253,494
| New | +$22.5M | 15.08% | 3 |
|