Octavia Wealth Advisors’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
Q2 | $692K | Sell |
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|
2025
Q1 | $595K | Buy |
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|
2024
Q4 | $652K | Sell |
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|
2024
Q3 | $619K | Sell |
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|
2024
Q2 | $598K | Sell |
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|
2024
Q1 | $614K | Buy |
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|
2023
Q4 | $545K | Hold |
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|
2023
Q3 | $498K | Hold |
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|
2023
Q2 | $511K | Buy |
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|
2023
Q1 | $461K | Buy |
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|
2022
Q4 | $424K | Sell |
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|
2022
Q3 | $430K | Hold |
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|
2022
Q2 | $450K | Sell |
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|
2022
Q1 | $572K | Sell |
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|
2021
Q4 | $684K | Sell |
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|
2021
Q3 | $660K | Sell |
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|
2021
Q2 | $694K | Sell |
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|
2021
Q1 | $680K | Sell |
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|
2020
Q4 | $951K | Buy |
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