Mark Sheptoff Financial Planning’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
Q3 | $75.3K | Hold |
|
|||||
|
2025
Q2 | $68.8K | Hold |
|
|||||
|
2025
Q1 | $58.1K | Hold |
|
|||||
|
2024
Q4 | $63.7K | Hold |
|
|||||
|
2024
Q3 | $60.3K | Hold |
|
|||||
|
2024
Q2 | $58.3K | Hold |
|
|||||
|
2024
Q1 | $53.6K | Buy |
|
|||||
|
2023
Q4 | $34.6K | Hold |
|
|||||
|
2023
Q3 | $31.5K | Buy |
|
|||||
|
2023
Q2 | $29.5K | Hold |
|
|||||
|
2023
Q1 | $26.9K | Buy |
|
|||||
|
2022
Q4 | $21.8K | Hold |
|
|||||
|
2022
Q3 | $21K | Hold |
|
|||||
|
2022
Q2 | $22K | Buy |
|
|||||
|
2022
Q1 | $16K | Hold |
|
|||||
|
2021
Q4 | $18K | Hold |
|
|||||
|
2021
Q3 | $16K | Buy |
|