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