Morton Brown Family Wealth’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 | $70.8K | Hold |
471
| – | – | 0.02% | 91 |
|
|
2025
Q1 | $59.9K | Hold |
471
| – | – | 0.02% | 94 |
|
|
2024
Q4 | $65.6K | Hold |
471
| – | – | 0.02% | 97 |
|
|
2024
Q3 | $62.1K | Sell |
471
-128
| -21% | -$16.9K | 0.02% | 91 |
|
|
2024
Q2 | $76.5K | Buy |
599
+128
| +27% | +$16.4K | 0.03% | 79 |
|
|
2024
Q1 | $55.2K | Hold |
471
| – | – | 0.02% | 84 |
|
|
2023
Q4 | $49K | Sell |
471
-522
| -53% | -$54.3K | 0.02% | 100 |
|
|
2023
Q3 | $94.2K | Hold |
993
| – | – | 0.05% | 61 |
|
|
2023
Q2 | $97K | Hold |
993
| – | – | 0.05% | 62 |
|
|
2023
Q1 | $88.1K | Hold |
993
| – | – | 0.05% | 64 |
|
|
2022
Q4 | $80.9K | Hold |
993
| – | – | 0.06% | 68 |
|
|
2022
Q3 | $80K | Hold |
993
| – | – | 0.06% | 59 |
|
|
2022
Q2 | $83K | Hold |
993
| – | – | 0.06% | 57 |
|
|
2022
Q1 | $105K | Hold |
993
| – | – | 0.08% | 55 |
|
|
2021
Q4 | $115K | Buy |
+993
| New | +$115K | 0.09% | 55 |
|