NWAM LLC’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 | $512K | Buy |
+3,290
| New | +$512K | 0.04% | 326 |
|
2023
Q3 | – | Sell |
-2,318
| Closed | -$226K | – | 524 |
|
2023
Q2 | $226K | Sell |
2,318
-10
| -0.4% | -$976 | 0.02% | 482 |
|
2023
Q1 | $207K | Buy |
+2,328
| New | +$207K | 0.02% | 450 |
|
2022
Q1 | – | Sell |
-2,831
| Closed | -$327K | – | 544 |
|
2021
Q4 | $327K | Buy |
2,831
+226
| +9% | +$26.1K | 0.03% | 401 |
|
2021
Q3 | $267K | Buy |
+2,605
| New | +$267K | 0.02% | 420 |
|