Mutual Advisors’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 | $840K | Buy |
5,397
+685
| +15% | +$107K | 0.02% | 584 |
|
|
2025
Q1 | $608K | Buy |
+4,712
| New | +$608K | 0.02% | 635 |
|
|
2023
Q2 | – | Sell |
-2,790
| Closed | -$248K | – | 1032 |
|
|
2023
Q1 | $248K | Sell |
2,790
-787
| -22% | -$69.9K | 0.01% | 837 |
|
|
2022
Q4 | $292K | Buy |
3,577
+4
| +0.1% | +$326 | 0.01% | 749 |
|
|
2022
Q3 | $286K | Sell |
3,573
-303
| -8% | -$24.3K | 0.01% | 719 |
|
|
2022
Q2 | $324K | Sell |
3,876
-245
| -6% | -$20.5K | 0.02% | 650 |
|
|
2022
Q1 | $435K | Buy |
4,121
+1,295
| +46% | +$137K | 0.02% | 609 |
|
|
2021
Q4 | $327K | Sell |
2,826
-690
| -20% | -$79.8K | 0.02% | 708 |
|
|
2021
Q3 | $360K | Sell |
3,516
-435
| -11% | -$44.5K | 0.02% | 657 |
|
|
2021
Q2 | $399K | Sell |
3,951
-101
| -2% | -$10.2K | 0.02% | 595 |
|
|
2021
Q1 | $368K | Sell |
4,052
-688
| -15% | -$62.5K | 0.03% | 574 |
|
|
2020
Q4 | $420K | Buy |
4,740
+244
| +5% | +$21.6K | 0.03% | 509 |
|
|
2020
Q3 | $360K | Buy |
4,496
+107
| +2% | +$8.57K | 0.03% | 495 |
|
|
2020
Q2 | $315K | Sell |
4,389
-33
| -0.7% | -$2.37K | 0.03% | 494 |
|
|
2020
Q1 | $252K | Sell |
4,422
-405
| -8% | -$23.1K | 0.03% | 439 |
|
|
2019
Q4 | $327K | Sell |
4,827
-711
| -13% | -$48.2K | 0.03% | 441 |
|
|
2019
Q3 | $348K | Buy |
5,538
+3
| +0.1% | +$189 | 0.05% | 387 |
|
|
2019
Q2 | $347K | Buy |
5,535
+1,541
| +39% | +$96.6K | 0.05% | 410 |
|
|
2019
Q1 | $241K | Buy |
+3,994
| New | +$241K | 0.04% | 407 |
|