OCPWS
One Charles Private Wealth Services’s iShares Core S&P US Growth ETF IUSG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $885K | Hold |
5,885
| – | – | 0.25% | 64 |
|
|
2025
Q1 | $748K | Hold |
5,885
| – | – | 0.24% | 57 |
|
|
2024
Q4 | $820K | Sell |
5,885
-85
| -1% | -$11.8K | 0.28% | 57 |
|
|
2024
Q3 | $788K | Hold |
5,970
| – | – | 0.3% | 57 |
|
|
2024
Q2 | $761K | Hold |
5,970
| – | – | 0.32% | 60 |
|
|
2024
Q1 | $700K | Hold |
5,970
| – | – | 0.3% | 61 |
|
|
2023
Q4 | $621K | Buy |
+5,970
| New | +$621K | 0.33% | 59 |
|