Mission 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 | $541K | Buy |
3,599
+1
| +0% | +$150 | 0.01% | 435 |
|
|
2025
Q1 | $457K | Buy |
+3,598
| New | +$457K | 0.01% | 453 |
|
|
2024
Q2 | – | Sell |
-10,349
| Closed | -$1.21M | – | 646 |
|
|
2024
Q1 | $1.21M | Buy |
10,349
+6,896
| +200% | +$808K | 0.03% | 240 |
|
|
2023
Q4 | $359K | Buy |
3,453
+929
| +37% | +$96.7K | 0.01% | 422 |
|
|
2023
Q3 | $239K | Hold |
2,524
| – | – | 0.01% | 468 |
|
|
2023
Q2 | $246K | Buy |
2,524
+50
| +2% | +$4.88K | 0.01% | 459 |
|
|
2023
Q1 | $220K | Sell |
2,474
-786
| -24% | -$69.8K | 0.01% | 472 |
|
|
2022
Q4 | $266K | Buy |
+3,260
| New | +$266K | 0.01% | 424 |
|
|
2022
Q2 | – | Sell |
-2,703
| Closed | -$286K | – | 501 |
|
|
2022
Q1 | $286K | Buy |
+2,703
| New | +$286K | 0.01% | 413 |
|