Melone Private Wealth’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 | $680K | Hold |
4,547
| – | – | 0.35% | 36 |
|
|
2025
Q1 | $578K | Sell |
4,547
-79
| -2% | -$10K | 0.3% | 37 |
|
|
2024
Q4 | $645K | Hold |
4,626
| – | – | 0.33% | 36 |
|
|
2024
Q3 | $610K | Sell |
4,626
-223
| -5% | -$29.4K | 0.32% | 37 |
|
|
2024
Q2 | $618K | Hold |
4,849
| – | – | 0.37% | 36 |
|
|
2024
Q1 | $568K | Sell |
4,849
-104
| -2% | -$12.2K | 0.34% | 37 |
|
|
2023
Q4 | $516K | Sell |
4,953
-481
| -9% | -$50.1K | 0.33% | 39 |
|
|
2023
Q3 | $515K | Hold |
5,434
| – | – | 0.37% | 38 |
|
|
2023
Q2 | $531K | Hold |
5,434
| – | – | 0.37% | 39 |
|
|
2023
Q1 | $482K | Sell |
5,434
-169
| -3% | -$15K | 0.37% | 39 |
|
|
2022
Q4 | $457K | Sell |
5,603
-7,726
| -58% | -$630K | 0.39% | 41 |
|
|
2022
Q3 | $1.12M | Buy |
13,329
+3
| +0% | +$252 | 0.98% | 27 |
|
|
2022
Q2 | $1.17M | Buy |
13,326
+42
| +0.3% | +$3.68K | 0.99% | 27 |
|
|
2022
Q1 | $1.29M | Sell |
13,284
-1,995
| -13% | -$193K | 1.05% | 28 |
|
|
2021
Q4 | $1.77M | Buy |
+15,279
| New | +$1.77M | 1.33% | 23 |
|