McAdam LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,615
| Closed | -$232K | – | 265 |
|
|
2023
Q1 | $232K | Buy |
+2,615
| New | +$232K | 0.02% | 225 |
|
|
2018
Q4 | – | Sell |
-73
| Closed | -$5K | – | 330 |
|
|
2018
Q3 | $5K | Hold |
73
| – | – | ﹤0.01% | 411 |
|
|
2018
Q2 | $4K | Hold |
73
| – | – | ﹤0.01% | 423 |
|
|
2018
Q1 | $4K | Buy |
+73
| New | +$4K | ﹤0.01% | 431 |
|