Meridian Wealth Management’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 | $774K | Buy |
5,148
+96
| +2% | +$14.4K | 0.03% | 360 |
|
|
2025
Q1 | $642K | Sell |
5,052
-11
| -0.2% | -$1.4K | 0.03% | 369 |
|
|
2024
Q4 | $705K | Sell |
5,063
-4,544
| -47% | -$633K | 0.03% | 349 |
|
|
2024
Q3 | $1.27M | Buy |
+9,607
| New | +$1.27M | 0.06% | 240 |
|
|
2024
Q2 | – | Sell |
-9,544
| Closed | -$1.12M | – | 412 |
|
|
2024
Q1 | $1.12M | Sell |
9,544
-691
| -7% | -$81K | 0.19% | 88 |
|
|
2023
Q4 | $1.07M | Sell |
10,235
-10,129
| -50% | -$1.05M | 0.07% | 244 |
|
|
2023
Q3 | $1.93M | Buy |
20,364
+10,195
| +100% | +$967K | 0.12% | 157 |
|
|
2023
Q2 | $993K | Sell |
10,169
-266
| -3% | -$26K | 0.08% | 200 |
|
|
2023
Q1 | $926K | Buy |
10,435
+142
| +1% | +$12.6K | 0.08% | 217 |
|
|
2022
Q4 | $839K | Sell |
10,293
-41
| -0.4% | -$3.34K | 0.08% | 223 |
|
|
2022
Q3 | $829K | Sell |
10,334
-6,032
| -37% | -$484K | 0.09% | 210 |
|
|
2022
Q2 | $1.37M | Buy |
+16,366
| New | +$1.37M | 0.11% | 198 |
|