MP
McDonald Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.82M | Hold |
32,033
| – | – | 1.16% | 17 |
|
|
2025
Q1 | $4.07M | Buy |
32,033
+33
| +0.1% | +$4.19K | 1.06% | 22 |
|
|
2024
Q4 | $4.46M | Hold |
32,000
| – | – | 1.14% | 19 |
|
|
2024
Q3 | $4.22M | Hold |
32,000
| – | – | 1.06% | 23 |
|
|
2024
Q2 | $4.08M | Hold |
32,000
| – | – | 1.09% | 23 |
|
|
2024
Q1 | $3.75M | Hold |
32,000
| – | – | 1.03% | 23 |
|
|
2023
Q4 | $3.33M | Hold |
32,000
| – | – | 0.99% | 26 |
|
|
2023
Q3 | $3.03M | Hold |
32,000
| – | – | 0.99% | 25 |
|
|
2023
Q2 | $3.12M | Hold |
32,000
| – | – | 0.95% | 29 |
|
|
2023
Q1 | $2.84M | Hold |
32,000
| – | – | 0.92% | 30 |
|
|
2022
Q4 | $2.61M | Hold |
32,000
| – | – | 0.89% | 31 |
|
|
2022
Q3 | $2.57M | Sell |
32,000
-1,031
| -3% | -$82.7K | 0.98% | 26 |
|
|
2022
Q2 | $2.77M | Sell |
33,031
-3,000
| -8% | -$251K | 0.71% | 37 |
|
|
2022
Q1 | $3.81M | Buy |
+36,031
| New | +$3.81M | 0.83% | 30 |
|
|
2021
Q4 | – | Sell |
-36,056
| Closed | -$3.69M | – | 635 |
|
|
2021
Q3 | $3.69M | Hold |
36,056
| – | – | 0.87% | 29 |
|
|
2021
Q2 | $3.64M | Hold |
36,056
| – | – | 0.86% | 31 |
|
|
2021
Q1 | $3.27M | Buy |
36,056
+256
| +0.7% | +$23.2K | 0.84% | 30 |
|
|
2020
Q4 | $3.18M | Buy |
+35,800
| New | +$3.18M | 0.89% | 24 |
|