New England Private Wealth 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
$232K Sell
1,492
-226
-13% -$35.2K 0.03% 144
2025
Q1
$218K Buy
1,718
+2
+0.1% +$254 0.03% 136
2024
Q4
$239K Hold
1,716
0.04% 134
2024
Q3
$226K Hold
1,716
0.04% 135
2024
Q2
$219K Buy
+1,716
New +$219K 0.04% 131