Neumann Capital Management’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 | $4.6M | Buy |
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2025
Q2 | $4.2M | Sell |
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2025
Q1 | $3.61M | Sell |
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2024
Q4 | $4.18M | Buy |
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2024
Q3 | $3.96M | Buy |
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2024
Q2 | $3.69M | Sell |
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2024
Q1 | $3.48M | Sell |
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2023
Q4 | $3.21M | Hold |
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2023
Q3 | $2.92M | Hold |
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2023
Q2 | $3.01M | Buy |
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2023
Q1 | $2.59M | Buy |
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2022
Q4 | $2.37M | Buy |
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2022
Q3 | $2.31M | Buy |
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2022
Q2 | $2.33M | Sell |
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2022
Q1 | $3.08M | Sell |
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2021
Q4 | $3.62M | Sell |
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2021
Q3 | $3.23M | Hold |
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2021
Q2 | $3.19M | Hold |
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2021
Q1 | $2.87M | Sell |
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2020
Q4 | $2.84M | Hold |
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2020
Q3 | $2.56M | Sell |
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2020
Q2 | $2.33M | Hold |
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2020
Q1 | $1.85M | Hold |
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2019
Q4 | $2.2M | Hold |
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2019
Q3 | $2.04M | Sell |
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2019
Q2 | $2.1M | Buy |
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2019
Q1 | $1.99M | Buy |
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2018
Q4 | $1.71M | Sell |
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2018
Q3 | $2.14M | Hold |
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2018
Q2 | $1.97M | Hold |
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2018
Q1 | $1.88M | Sell |
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2017
Q4 | $1.94M | Hold |
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2017
Q3 | $1.82M | Sell |
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2017
Q2 | $1.76M | Hold |
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2017
Q1 | $1.69M | Hold |
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2016
Q4 | $1.57M | Hold |
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2016
Q3 | $1.55M | Sell |
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2016
Q2 | $1.7M | Hold |
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2016
Q1 | $1.68M | Sell |
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2015
Q4 | $1.82M | Sell |
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2015
Q3 | $1.78M | Hold |
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2015
Q2 | $1.91M | Sell |
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2015
Q1 | $2.34M | Hold |
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2014
Q4 | $2.25M | Buy |
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