Nicolet Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,875
| Closed | -$295K | – | 196 |
|
|
2022
Q1 | $295K | Hold |
2,875
| – | – | 0.04% | 147 |
|
|
2021
Q4 | $332K | Hold |
2,875
| – | – | 0.04% | 141 |
|
|
2021
Q3 | $294K | Hold |
2,875
| – | – | 0.04% | 154 |
|
|
2021
Q2 | $290K | Hold |
2,875
| – | – | 0.04% | 144 |
|
|
2021
Q1 | $261K | Hold |
2,875
| – | – | 0.04% | 144 |
|
|
2020
Q4 | $255K | Buy |
+2,875
| New | +$255K | 0.04% | 149 |
|