Money Concepts Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,965
| Closed | -$405K | – | 1720 |
|
|
2022
Q4 | $405K | Buy |
4,965
+4,440
| +846% | +$362K | 0.02% | 484 |
|
|
2022
Q3 | $42K | Hold |
525
| – | – | ﹤0.01% | 751 |
|
|
2022
Q2 | $44K | Sell |
525
-3,876
| -88% | -$325K | ﹤0.01% | 724 |
|
|
2022
Q1 | $465K | Buy |
4,401
+3,901
| +780% | +$412K | 0.03% | 463 |
|
|
2021
Q4 | $58K | Buy |
+500
| New | +$58K | ﹤0.01% | 587 |
|
|
2021
Q1 | $45K | Hold |
500
| – | – | ﹤0.01% | 580 |
|
|
2020
Q4 | $44K | Buy |
+500
| New | +$44K | ﹤0.01% | 529 |
|