Moneta Group Investment Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Buy |
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|
2025
Q1 | $1.21M | Buy |
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|
2024
Q4 | $1.27M | Buy |
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|
2024
Q3 | $1.2M | Buy |
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|
2024
Q2 | $1.16M | Buy |
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|
2024
Q1 | $899K | Sell |
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|
2023
Q4 | $933K | Buy |
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|
2023
Q3 | $818K | Buy |
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|
2023
Q2 | $773K | Buy |
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|
2023
Q1 | $697K | Buy |
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|
2022
Q4 | $651K | Sell |
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|
2022
Q3 | $639K | Sell |
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|
2022
Q2 | $763K | Buy |
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|
2022
Q1 | $834K | Buy |
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|
2021
Q4 | $912K | Buy |
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