Morton Brown Family Wealth’s iShares Core S&P US Growth ETF IUSG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $77.5K | Hold |
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|
2025
Q2 | $70.8K | Hold |
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|
2025
Q1 | $59.9K | Hold |
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|
2024
Q4 | $65.6K | Hold |
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|
2024
Q3 | $62.1K | Sell |
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|
2024
Q2 | $76.5K | Buy |
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|
2024
Q1 | $55.2K | Hold |
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|
2023
Q4 | $49K | Sell |
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|
2023
Q3 | $94.2K | Hold |
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|
2023
Q2 | $97K | Hold |
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|
2023
Q1 | $88.1K | Hold |
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|
2022
Q4 | $80.9K | Hold |
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|
2022
Q3 | $80K | Hold |
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|
2022
Q2 | $83K | Hold |
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|
2022
Q1 | $105K | Hold |
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|
2021
Q4 | $115K | Buy |
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