MONECO 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 | $1.15M | Buy |
7,655
+84
| +1% | +$12.6K | 0.11% | 181 |
|
|
2025
Q1 | $962K | Sell |
7,571
-1,415
| -16% | -$180K | 0.1% | 183 |
|
|
2024
Q4 | $1.25M | Buy |
8,986
+6,129
| +215% | +$854K | 0.13% | 155 |
|
|
2024
Q3 | $377K | Buy |
2,857
+5
| +0.2% | +$660 | 0.05% | 302 |
|
|
2024
Q2 | $364K | Hold |
2,852
| – | – | 0.05% | 285 |
|
|
2024
Q1 | $334K | Hold |
2,852
| – | – | 0.05% | 298 |
|
|
2023
Q4 | $297K | Buy |
2,852
+27
| +1% | +$2.81K | 0.06% | 292 |
|
|
2023
Q3 | $268K | Hold |
2,825
| – | – | 0.07% | 270 |
|
|
2023
Q2 | $276K | Sell |
2,825
-18
| -0.6% | -$1.76K | 0.08% | 266 |
|
|
2023
Q1 | $252K | Hold |
2,843
| – | – | 0.07% | 270 |
|
|
2022
Q4 | $232K | Hold |
2,843
| – | – | 0.08% | 226 |
|
|
2022
Q3 | $228K | Sell |
2,843
-310
| -10% | -$24.9K | 0.09% | 214 |
|
|
2022
Q2 | $264K | Hold |
3,153
| – | – | 0.1% | 193 |
|
|
2022
Q1 | $333K | Hold |
3,153
| – | – | 0.12% | 163 |
|
|
2021
Q4 | $327K | Hold |
3,153
| – | – | 0.12% | 170 |
|
|
2021
Q3 | $323K | Hold |
3,153
| – | – | 0.13% | 172 |
|
|
2021
Q2 | $318K | Sell |
3,153
-385
| -11% | -$38.8K | 0.15% | 152 |
|
|
2021
Q1 | $321K | Buy |
3,538
+24
| +0.7% | +$2.18K | 0.16% | 142 |
|
|
2020
Q4 | $313K | Sell |
3,514
-332
| -9% | -$29.6K | 0.17% | 125 |
|
|
2020
Q3 | $308K | Buy |
3,846
+4
| +0.1% | +$320 | 0.2% | 110 |
|
|
2020
Q2 | $276K | Buy |
3,842
+7
| +0.2% | +$503 | 0.22% | 107 |
|
|
2020
Q1 | $219K | Buy |
3,835
+10
| +0.3% | +$571 | 0.22% | 105 |
|
|
2019
Q4 | $271K | Buy |
3,825
+19
| +0.5% | +$1.35K | 0.19% | 116 |
|
|
2019
Q3 | $239K | Buy |
3,806
+11
| +0.3% | +$691 | 0.19% | 114 |
|
|
2019
Q2 | $238K | Sell |
3,795
-217
| -5% | -$13.6K | 0.19% | 106 |
|
|
2019
Q1 | $242K | Buy |
4,012
+58
| +1% | +$3.5K | 0.2% | 112 |
|
|
2018
Q4 | $208K | Buy |
+3,954
| New | +$208K | 0.24% | 91 |
|