Mid Atlantic Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $745K | Buy |
7,274
+321
| +5% | +$32.9K | 0.05% | 343 |
|
|
2021
Q2 | $702K | Buy |
6,953
+529
| +8% | +$53.4K | 0.05% | 360 |
|
|
2021
Q1 | $583K | Buy |
6,424
+532
| +9% | +$48.3K | 0.04% | 384 |
|
|
2020
Q4 | $523K | Sell |
5,892
-24
| -0.4% | -$2.13K | 0.04% | 381 |
|
|
2020
Q3 | $497K | Sell |
5,916
-51
| -0.9% | -$4.28K | 0.04% | 359 |
|
|
2020
Q2 | $429K | Buy |
+5,967
| New | +$429K | 0.04% | 380 |
|