MAI Capital 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
Q2
$956K Sell
2025
Q1
$813K Sell
2024
Q4
$897K Buy
2024
Q3
$732K Sell
2024
Q2
$899K Buy
2024
Q1
$648K Sell
2023
Q4
$613K Sell
2023
Q3
$576K Buy
2023
Q2
$541K Sell
2023
Q1
$495K Buy
2022
Q4
$411K Sell
2022
Q3
$530K Buy
2022
Q2
$484K Sell
2022
Q1
$614K Hold
2021
Q4
$672K Buy