Nikulski Financial’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 | $1.38M | Buy |
9,176
+1
| +0% | +$150 | 0.38% | 64 |
|
|
2025
Q1 | $1.17M | Sell |
9,175
-145
| -2% | -$18.4K | 0.35% | 70 |
|
|
2024
Q4 | $1.3M | Sell |
9,320
-2,122
| -19% | -$296K | 0.38% | 66 |
|
|
2024
Q3 | $1.51M | Buy |
11,442
+83
| +0.7% | +$10.9K | 0.45% | 54 |
|
|
2024
Q2 | $1.45M | Buy |
11,359
+165
| +1% | +$21K | 0.46% | 58 |
|
|
2024
Q1 | $1.31M | Sell |
11,194
-171
| -2% | -$20K | 0.44% | 63 |
|
|
2023
Q4 | $1.18M | Buy |
11,365
+157
| +1% | +$16.3K | 0.43% | 54 |
|
|
2023
Q3 | $1.06M | Buy |
11,208
+1,806
| +19% | +$171K | 0.44% | 57 |
|
|
2023
Q2 | $918K | Buy |
9,402
+272
| +3% | +$26.6K | 0.38% | 66 |
|
|
2023
Q1 | $810K | Buy |
9,130
+74
| +0.8% | +$6.57K | 0.36% | 65 |
|
|
2022
Q4 | $738K | Sell |
9,056
-1,275
| -12% | -$104K | 0.35% | 64 |
|
|
2022
Q3 | $828K | Buy |
10,331
+434
| +4% | +$34.8K | 0.43% | 56 |
|
|
2022
Q2 | $828K | Buy |
9,897
+500
| +5% | +$41.8K | 0.41% | 57 |
|
|
2022
Q1 | $993K | Buy |
9,397
+980
| +12% | +$104K | 0.42% | 59 |
|
|
2021
Q4 | $973K | Buy |
8,417
+580
| +7% | +$67K | 0.41% | 63 |
|
|
2021
Q3 | $803K | Buy |
7,837
+2,420
| +45% | +$248K | 0.37% | 67 |
|
|
2021
Q2 | $560K | Sell |
5,417
-51
| -0.9% | -$5.27K | 0.26% | 80 |
|
|
2021
Q1 | $496K | Sell |
5,468
-270
| -5% | -$24.5K | 0.25% | 77 |
|
|
2020
Q4 | $509K | Sell |
5,738
-220
| -4% | -$19.5K | 0.28% | 71 |
|
|
2020
Q3 | $477K | Buy |
5,958
+319
| +6% | +$25.5K | 0.3% | 68 |
|
|
2020
Q2 | $405K | Hold |
5,639
| – | – | 0.28% | 69 |
|
|
2020
Q1 | $322K | Sell |
5,639
-820
| -13% | -$46.8K | 0.28% | 66 |
|
|
2019
Q4 | $453K | Sell |
6,459
-305
| -5% | -$21.4K | 0.33% | 55 |
|
|
2019
Q3 | $425K | Hold |
6,764
| – | – | 0.35% | 56 |
|
|
2019
Q2 | $432K | Sell |
6,764
-475
| -7% | -$30.3K | 0.37% | 55 |
|
|
2019
Q1 | $437K | Sell |
7,239
-340
| -4% | -$20.5K | 0.43% | 51 |
|
|
2018
Q4 | $399K | Sell |
7,579
-625
| -8% | -$32.9K | 0.42% | 46 |
|
|
2018
Q3 | $468K | Buy |
8,204
+537
| +7% | +$30.6K | 0.44% | 46 |
|
|
2018
Q2 | $439K | Buy |
7,667
+1,300
| +20% | +$74.4K | 0.4% | 48 |
|
|
2018
Q1 | $348K | Buy |
6,367
+960
| +18% | +$52.5K | 0.35% | 57 |
|
|
2017
Q4 | $291K | Buy |
+5,407
| New | +$291K | 0.31% | 58 |
|