Monetary Management Group’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
2021
Q4
Sell
-1,600
Closed -$164K 356
2021
Q3
$164K Hold
1,600
0.05% 199
2021
Q2
$162K Hold
1,600
0.05% 188
2021
Q1
$145K Hold
1,600
0.05% 191
2020
Q4
$142K Hold
1,600
0.05% 177
2020
Q3
$128K Hold
1,600
0.05% 178
2020
Q2
$115K Hold
1,600
0.04% 178
2020
Q1
$91K Hold
1,600
0.04% 173
2019
Q4
$108K Sell
1,600
-50
-3% -$3.38K 0.04% 193
2019
Q3
$104K Hold
1,650
0.04% 199
2019
Q2
$103K Hold
1,650
0.04% 194
2019
Q1
$100K Hold
1,650
0.04% 202
2018
Q4
$87K Hold
1,650
0.04% 190
2018
Q3
$102K Hold
1,650
0.04% 195
2018
Q2
$94K Hold
1,650
0.04% 201
2018
Q1
$90K Hold
1,650
0.04% 200
2017
Q4
$89K Hold
1,650
0.04% 202
2017
Q3
$83K Hold
1,650
0.04% 202
2017
Q2
$80K Sell
1,650
-200
-11% -$9.7K 0.03% 204
2017
Q1
$86K Hold
1,850
0.04% 194
2016
Q4
$79K Hold
1,850
0.04% 196
2016
Q3
$79K Hold
1,850
0.04% 188
2016
Q2
$76K Buy
1,850
+1,500
+429% +$61.6K 0.04% 189
2016
Q1
$14K Hold
350
0.01% 293
2015
Q4
$14K Hold
350
0.01% 299
2015
Q3
$13K Hold
350
0.01% 307
2015
Q2
$14K Hold
350
0.01% 319
2015
Q1
$14K Hold
350
0.01% 335
2014
Q4
$14K Hold
350
0.01% 340
2014
Q3
$13K Hold
350
0.01% 334
2014
Q2
$13K Buy
+350
New +$13K 0.01% 337