Oak Ridge Investments’s iShares Core S&P US Growth ETF IUSG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $763K | Sell |
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|
2025
Q2 | $729K | Sell |
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|
2025
Q1 | $863K | Buy |
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|
2024
Q4 | $928K | Buy |
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|
2024
Q3 | $570K | Sell |
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|
2024
Q2 | $669K | Buy |
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|
2024
Q1 | $400K | Sell |
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|
2023
Q4 | $1.06M | Buy |
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|
2023
Q3 | $219K | Hold |
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|
2023
Q2 | $225K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.82M | Buy |
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|
2022
Q3 | $837K | Sell |
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|
2022
Q2 | $1.78M | Sell |
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|
2022
Q1 | $2.72M | Buy |
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|
2021
Q4 | $586K | Buy |
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|
2021
Q3 | $324K | Sell |
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|
2021
Q2 | $445K | Buy |
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|
2021
Q1 | $373K | Buy |
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|
2020
Q4 | $241K | Sell |
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|
2020
Q3 | $272K | Sell |
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|
2020
Q2 | $627K | Sell |
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|
2020
Q1 | $2.01M | Buy |
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|
2019
Q4 | $1.23M | Sell |
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|
2019
Q3 | $1.23M | Buy |
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|
2019
Q2 | $794K | Sell |
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|
2019
Q1 | $783K | Sell |
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|
2018
Q4 | $4.53M | Buy |
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|
2018
Q3 | $464K | Sell |
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|
2018
Q2 | $669K | Buy |
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|
2018
Q1 | $469K | Sell |
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|
2017
Q4 | $1.12M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $369K | Sell |
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|
2017
Q1 | $442K | Sell |
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|
2016
Q4 | $1.11M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $2.49M | Buy |
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|
2015
Q3 | $263K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $401K | Buy |
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