Mark Sheptoff Financial Planning’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 | $68.8K | Hold |
457
| – | – | 0.04% | 159 |
|
|
2025
Q1 | $58.1K | Hold |
457
| – | – | 0.03% | 159 |
|
|
2024
Q4 | $63.7K | Hold |
457
| – | – | 0.03% | 158 |
|
|
2024
Q3 | $60.3K | Hold |
457
| – | – | 0.03% | 160 |
|
|
2024
Q2 | $58.3K | Hold |
457
| – | – | 0.03% | 168 |
|
|
2024
Q1 | $53.6K | Buy |
457
+125
| +38% | +$14.7K | 0.03% | 169 |
|
|
2023
Q4 | $34.6K | Hold |
332
| – | – | 0.02% | 188 |
|
|
2023
Q3 | $31.5K | Buy |
332
+30
| +10% | +$2.85K | 0.02% | 181 |
|
|
2023
Q2 | $29.5K | Hold |
302
| – | – | 0.02% | 197 |
|
|
2023
Q1 | $26.9K | Buy |
302
+35
| +13% | +$3.11K | 0.02% | 195 |
|
|
2022
Q4 | $21.8K | Hold |
267
| – | – | 0.01% | 213 |
|
|
2022
Q3 | $21K | Hold |
267
| – | – | 0.01% | 203 |
|
|
2022
Q2 | $22K | Buy |
267
+112
| +72% | +$9.23K | 0.01% | 213 |
|
|
2022
Q1 | $16K | Hold |
155
| – | – | 0.01% | 261 |
|
|
2021
Q4 | $18K | Hold |
155
| – | – | 0.01% | 262 |
|
|
2021
Q3 | $16K | Buy |
+155
| New | +$16K | 0.01% | 266 |
|