NewEdge 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 | $1.22M | Buy |
7,863
+1,514
| +24% | +$235K | 0.02% | 485 |
|
|
2025
Q1 | $807K | Buy |
6,349
+504
| +9% | +$64.1K | 0.01% | 523 |
|
|
2024
Q4 | $814K | Sell |
5,845
-4,151
| -42% | -$578K | 0.01% | 527 |
|
|
2024
Q3 | $1.32M | Buy |
9,996
+5,756
| +136% | +$759K | 0.02% | 423 |
|
|
2024
Q2 | $541K | Sell |
4,240
-1
| -0% | -$127 | 0.01% | 529 |
|
|
2024
Q1 | $481K | Buy |
4,241
+1
| +0% | +$113 | 0.01% | 569 |
|
|
2023
Q4 | $441K | Hold |
4,240
| – | – | 0.01% | 533 |
|
|
2023
Q3 | $402K | Sell |
4,240
-1,000
| -19% | -$94.8K | 0.01% | 486 |
|
|
2023
Q2 | $512K | Sell |
5,240
-1,978
| -27% | -$193K | 0.02% | 455 |
|
|
2023
Q1 | $641K | Buy |
+7,218
| New | +$641K | 0.02% | 381 |
|