Marble Harbor Investment Counsel’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 | $271K | Hold |
1,800
| – | – | 0.03% | 176 |
|
|
2025
Q1 | $229K | Hold |
1,800
| – | – | 0.03% | 196 |
|
|
2024
Q4 | $251K | Hold |
1,800
| – | – | 0.03% | 195 |
|
|
2024
Q3 | $237K | Hold |
1,800
| – | – | 0.03% | 198 |
|
|
2024
Q2 | $229K | Hold |
1,800
| – | – | 0.03% | 195 |
|
|
2024
Q1 | $211K | Buy |
+1,800
| New | +$211K | 0.02% | 196 |
|
|
2023
Q4 | – | Sell |
-2,190
| Closed | -$208K | – | 201 |
|
|
2023
Q3 | $208K | Buy |
+2,190
| New | +$208K | 0.03% | 178 |
|