Marcum Wealth’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 |
-1,560
| Closed | -$217K | – | 417 |
|
|
2024
Q4 | $217K | Buy |
+1,560
| New | +$217K | 0.02% | 348 |
|
|
2024
Q1 | – | Sell |
-3,592
| Closed | -$374K | – | 404 |
|
|
2023
Q4 | $374K | Buy |
+3,592
| New | +$374K | 0.04% | 222 |
|
|
2023
Q1 | – | Sell |
-11,673
| Closed | -$952K | – | 413 |
|
|
2022
Q4 | $952K | Buy |
+11,673
| New | +$952K | 0.13% | 88 |
|
|
2022
Q1 | – | Sell |
-5,825
| Closed | -$674K | – | 391 |
|
|
2021
Q4 | $674K | Buy |
+5,825
| New | +$674K | 0.09% | 139 |
|