Merkkuri 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
$6.19M Buy
41,143
+7,156
+21% +$1.08M 4.7% 3
2025
Q1
$4.32M Buy
33,987
+1,392
+4% +$177K 3.7% 5
2024
Q4
$4.54M Buy
32,595
+913
+3% +$127K 3.59% 6
2024
Q3
$4.18M Buy
31,682
+2,559
+9% +$338K 3.3% 7
2024
Q2
$3.71M Buy
+29,123
New +$3.71M 3.42% 9