Monument Capital Management’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 | $498K | Buy |
3,311
+1
| +0% | +$150 | 0.13% | 128 |
|
|
2025
Q1 | $421K | Hold |
3,310
| – | – | 0.13% | 129 |
|
|
2024
Q4 | $461K | Sell |
3,310
-508
| -13% | -$70.8K | 0.13% | 120 |
|
|
2024
Q3 | $504K | Sell |
3,818
-508
| -12% | -$67K | 0.14% | 115 |
|
|
2024
Q2 | $551K | Sell |
4,326
-28,088
| -87% | -$3.58M | 0.16% | 102 |
|
|
2024
Q1 | $3.8M | Sell |
32,414
-137,737
| -81% | -$16.1M | 1.09% | 24 |
|
|
2023
Q4 | $17.7M | Sell |
170,151
-9,552
| -5% | -$994K | 5.7% | 2 |
|
|
2023
Q3 | $17M | Sell |
179,703
-7,649
| -4% | -$725K | 5.72% | 2 |
|
|
2023
Q2 | $18.3M | Buy |
187,352
+129,847
| +226% | +$12.7M | 5.83% | 3 |
|
|
2023
Q1 | $5.1M | Buy |
+57,505
| New | +$5.1M | 1.71% | 10 |
|
|
2018
Q4 | – | Sell |
-75
| Closed | -$5K | – | 211 |
|
|
2018
Q3 | $5K | Buy |
75
+35
| +88% | +$2.33K | ﹤0.01% | 195 |
|
|
2018
Q2 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 139 |
|