Moneta Group Investment 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 | $1.63M | Buy |
10,834
+1,286
| +13% | +$193K | 0.02% | 247 |
|
|
2025
Q1 | $1.21M | Buy |
9,548
+423
| +5% | +$53.8K | 0.02% | 264 |
|
|
2024
Q4 | $1.27M | Buy |
9,125
+3
| +0% | +$418 | 0.02% | 257 |
|
|
2024
Q3 | $1.2M | Buy |
9,122
+5
| +0.1% | +$660 | 0.02% | 259 |
|
|
2024
Q2 | $1.16M | Buy |
9,117
+1,446
| +19% | +$184K | 0.02% | 254 |
|
|
2024
Q1 | $899K | Sell |
7,671
-1,296
| -14% | -$152K | 0.01% | 281 |
|
|
2023
Q4 | $933K | Buy |
8,967
+342
| +4% | +$35.6K | 0.02% | 247 |
|
|
2023
Q3 | $818K | Buy |
8,625
+709
| +9% | +$67.2K | 0.02% | 248 |
|
|
2023
Q2 | $773K | Buy |
7,916
+62
| +0.8% | +$6.05K | 0.02% | 256 |
|
|
2023
Q1 | $697K | Buy |
7,854
+295
| +4% | +$26.2K | 0.02% | 262 |
|
|
2022
Q4 | $651K | Sell |
7,559
-411
| -5% | -$35.4K | 0.02% | 260 |
|
|
2022
Q3 | $639K | Sell |
7,970
-1,146
| -13% | -$91.9K | 0.02% | 242 |
|
|
2022
Q2 | $763K | Buy |
9,116
+1,223
| +15% | +$102K | 0.03% | 240 |
|
|
2022
Q1 | $834K | Buy |
7,893
+6
| +0.1% | +$634 | 0.03% | 229 |
|
|
2021
Q4 | $912K | Buy |
+7,887
| New | +$912K | 0.04% | 223 |
|