Meridian Wealth Advisors’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
Q3 | $658K | Hold |
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|
2025
Q2 | $602K | Hold |
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|
2025
Q1 | $508K | Sell |
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|
2024
Q4 | $561K | Sell |
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|
2024
Q3 | $538K | Hold |
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|
2024
Q2 | $519K | Hold |
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|
2024
Q1 | $478K | Hold |
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|
2023
Q4 | $424K | Hold |
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|
2023
Q3 | $386K | Hold |
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|
2023
Q2 | $398K | Hold |
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|
2023
Q1 | $362K | Hold |
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|
2022
Q4 | $332K | Hold |
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|
2022
Q3 | $327K | Hold |
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|
2022
Q2 | $341K | Hold |
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|
2022
Q1 | $431K | Hold |
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|
2021
Q4 | $471K | Hold |
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|
2021
Q3 | $417K | Hold |
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|
2021
Q2 | $411K | Hold |
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|
2021
Q1 | $370K | Hold |
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|
2020
Q4 | $361K | Sell |
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|
2020
Q3 | $346K | Sell |
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|
2020
Q2 | $420K | Sell |
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|
2020
Q1 | $388K | Buy |
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|
2019
Q4 | $395K | Sell |
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|
2019
Q3 | $370K | Hold |
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|
2019
Q2 | $369K | Sell |
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|
2019
Q1 | $370K | Buy |
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|
2018
Q4 | $297K | Buy |
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