MMPW
Mitchell McLeod Pugh & Williams’s iShares Core S&P US Growth ETF IUSG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Sell |
7,995
-108
| -1% | -$16.2K | 0.22% | 96 |
|
|
2025
Q1 | $1.03M | Buy |
8,103
+130
| +2% | +$16.5K | 0.21% | 104 |
|
|
2024
Q4 | $1.11M | Buy |
7,973
+146
| +2% | +$20.3K | 0.23% | 92 |
|
|
2024
Q3 | $1.03M | Buy |
7,827
+12
| +0.2% | +$1.58K | 0.22% | 105 |
|
|
2024
Q2 | $996K | Hold |
7,815
| – | – | 0.23% | 95 |
|
|
2024
Q1 | $916K | Buy |
7,815
+866
| +12% | +$102K | 0.22% | 106 |
|
|
2023
Q4 | $723K | Buy |
6,949
+205
| +3% | +$21.3K | 0.19% | 127 |
|
|
2023
Q3 | $640K | Buy |
6,744
+400
| +6% | +$37.9K | 0.19% | 125 |
|
|
2023
Q2 | $619K | Hold |
6,344
| – | – | 0.18% | 129 |
|
|
2023
Q1 | $563K | Hold |
6,344
| – | – | 0.18% | 137 |
|
|
2022
Q4 | $517K | Hold |
6,344
| – | – | 0.17% | 136 |
|
|
2022
Q3 | $509K | Hold |
6,344
| – | – | 0.2% | 125 |
|
|
2022
Q2 | $531K | Hold |
6,344
| – | – | 0.21% | 123 |
|
|
2022
Q1 | $670K | Hold |
6,344
| – | – | 0.22% | 114 |
|
|
2021
Q4 | $734K | Hold |
6,344
| – | – | 0.24% | 115 |
|
|
2021
Q3 | $650K | Buy |
+6,344
| New | +$650K | 0.24% | 118 |
|