Meridian Wealth Advisors’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 | $602K | Hold |
4,000
| – | – | 0.1% | 111 |
|
|
2025
Q1 | $508K | Sell |
4,000
-25
| -0.6% | -$3.18K | 0.09% | 109 |
|
|
2024
Q4 | $561K | Sell |
4,025
-50
| -1% | -$6.97K | 0.09% | 110 |
|
|
2024
Q3 | $538K | Hold |
4,075
| – | – | 0.09% | 111 |
|
|
2024
Q2 | $519K | Hold |
4,075
| – | – | 0.09% | 109 |
|
|
2024
Q1 | $478K | Hold |
4,075
| – | – | 0.09% | 113 |
|
|
2023
Q4 | $424K | Hold |
4,075
| – | – | 0.09% | 120 |
|
|
2023
Q3 | $386K | Hold |
4,075
| – | – | 0.1% | 118 |
|
|
2023
Q2 | $398K | Hold |
4,075
| – | – | 0.1% | 123 |
|
|
2023
Q1 | $362K | Hold |
4,075
| – | – | 0.09% | 131 |
|
|
2022
Q4 | $332K | Hold |
4,075
| – | – | 0.09% | 143 |
|
|
2022
Q3 | $327K | Hold |
4,075
| – | – | 0.09% | 143 |
|
|
2022
Q2 | $341K | Hold |
4,075
| – | – | 0.09% | 143 |
|
|
2022
Q1 | $431K | Hold |
4,075
| – | – | 0.1% | 138 |
|
|
2021
Q4 | $471K | Hold |
4,075
| – | – | 0.11% | 128 |
|
|
2021
Q3 | $417K | Hold |
4,075
| – | – | 0.12% | 130 |
|
|
2021
Q2 | $411K | Hold |
4,075
| – | – | 0.12% | 133 |
|
|
2021
Q1 | $370K | Hold |
4,075
| – | – | 0.12% | 129 |
|
|
2020
Q4 | $361K | Sell |
4,075
-250
| -6% | -$22.1K | 0.13% | 126 |
|
|
2020
Q3 | $346K | Sell |
4,325
-1,520
| -26% | -$122K | 0.15% | 117 |
|
|
2020
Q2 | $420K | Sell |
5,845
-960
| -14% | -$69K | 0.19% | 105 |
|
|
2020
Q1 | $388K | Buy |
6,805
+970
| +17% | +$55.3K | 0.21% | 86 |
|
|
2019
Q4 | $395K | Sell |
5,835
-50
| -0.8% | -$3.39K | 0.16% | 105 |
|
|
2019
Q3 | $370K | Hold |
5,885
| – | – | 0.16% | 107 |
|
|
2019
Q2 | $369K | Sell |
5,885
-250
| -4% | -$15.7K | 0.26% | 85 |
|
|
2019
Q1 | $370K | Buy |
6,135
+500
| +9% | +$30.2K | 0.27% | 82 |
|
|
2018
Q4 | $297K | Buy |
+5,635
| New | +$297K | 0.23% | 90 |
|