Montag & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5
| Closed | – | – | 973 |
|
|
2022
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 878 |
|
|
2022
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 839 |
|
|
2022
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 813 |
|
|
2021
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 831 |
|
|
2021
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 834 |
|
|
2021
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 828 |
|
|
2021
Q1 | $0 | Buy |
+5
| New | – | ﹤0.01% | 879 |
|