MWS
Maxwell Wealth Strategies’s iShares Core S&P US Growth ETF IUSG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $660K | Hold |
4,738
| – | – | 0.27% | 75 |
|
|
2024
Q3 | $632K | Hold |
4,738
| – | – | 0.27% | 77 |
|
|
2024
Q2 | $604K | Hold |
4,738
| – | – | 0.3% | 72 |
|
|
2024
Q1 | $566K | Buy |
4,738
+747
| +19% | +$89.3K | 0.29% | 75 |
|
|
2023
Q4 | $415K | Buy |
+3,991
| New | +$415K | 0.27% | 68 |
|