McDonald Partners’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
Q2 | $4.82M | Hold |
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|
2025
Q1 | $4.07M | Buy |
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|
2024
Q4 | $4.46M | Hold |
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|
2024
Q3 | $4.22M | Hold |
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|
2024
Q2 | $4.08M | Hold |
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|
2024
Q1 | $3.75M | Hold |
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|
2023
Q4 | $3.33M | Hold |
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|
2023
Q3 | $3.03M | Hold |
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|
2023
Q2 | $3.12M | Hold |
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|
2023
Q1 | $2.84M | Hold |
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|
2022
Q4 | $2.61M | Hold |
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|
2022
Q3 | $2.57M | Sell |
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|
2022
Q2 | $2.77M | Sell |
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|
2022
Q1 | $3.81M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $3.69M | Hold |
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|
2021
Q2 | $3.64M | Hold |
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|
2021
Q1 | $3.27M | Buy |
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|
2020
Q4 | $3.17M | Buy |
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