OIA
OneDigital Investment Advisors’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 | $11.5M | Sell |
76,283
-13,852
| -15% | -$2.08M | 0.13% | 145 |
|
|
2025
Q1 | $11.5M | Sell |
90,135
-2,377
| -3% | -$302K | 0.14% | 140 |
|
|
2024
Q4 | $12.9M | Buy |
92,512
+2,482
| +3% | +$346K | 0.15% | 129 |
|
|
2024
Q3 | $11.9M | Sell |
90,030
-72
| -0.1% | -$9.5K | 0.14% | 134 |
|
|
2024
Q2 | $11.5M | Buy |
90,102
+181
| +0.2% | +$23.1K | 0.14% | 124 |
|
|
2024
Q1 | $10.5M | Sell |
89,921
-2,070
| -2% | -$243K | 0.17% | 120 |
|
|
2023
Q4 | $9.58M | Sell |
91,991
-3,615
| -4% | -$376K | 0.17% | 124 |
|
|
2023
Q3 | $9.07M | Sell |
95,606
-4,198
| -4% | -$398K | 0.2% | 105 |
|
|
2023
Q2 | $9.74M | Sell |
99,804
-4,549
| -4% | -$444K | 0.22% | 93 |
|
|
2023
Q1 | $9.26M | Sell |
104,353
-1,908
| -2% | -$169K | 0.22% | 89 |
|
|
2022
Q4 | $8.66M | Sell |
106,261
-4,244
| -4% | -$346K | 0.25% | 82 |
|
|
2022
Q3 | $8.86M | Sell |
110,505
-3,452
| -3% | -$277K | 0.33% | 50 |
|
|
2022
Q2 | $9.54M | Sell |
113,957
-2,917
| -2% | -$244K | 0.41% | 39 |
|
|
2022
Q1 | $12.3M | Sell |
116,874
-116
| -0.1% | -$12.3K | 0.47% | 34 |
|
|
2021
Q4 | $13.5M | Buy |
116,990
+5,270
| +5% | +$609K | 0.48% | 33 |
|
|
2021
Q3 | $11.4M | Buy |
111,720
+27,863
| +33% | +$2.85M | 0.45% | 37 |
|
|
2021
Q2 | $8.47M | Sell |
83,857
-640
| -0.8% | -$64.6K | 0.35% | 47 |
|
|
2021
Q1 | $7.67M | Sell |
84,497
-582
| -0.7% | -$52.8K | 0.36% | 49 |
|
|
2020
Q4 | $7.55M | Sell |
85,079
-4,109
| -5% | -$364K | 0.39% | 49 |
|
|
2020
Q3 | $7.13M | Sell |
89,188
-6,061
| -6% | -$485K | 0.49% | 44 |
|
|
2020
Q2 | $6.85M | Sell |
95,249
-1,408
| -1% | -$101K | 0.49% | 44 |
|
|
2020
Q1 | $5.52M | Sell |
96,657
-6,711
| -6% | -$383K | 0.49% | 46 |
|
|
2019
Q4 | $6.99M | Sell |
103,368
-1,150
| -1% | -$77.8K | 0.55% | 38 |
|
|
2019
Q3 | $6.57M | Sell |
104,518
-104,479
| -50% | -$6.57M | 0.59% | 33 |
|
|
2019
Q2 | $13.1M | Buy |
208,997
+96,160
| +85% | +$6.03M | 1.01% | 15 |
|
|
2019
Q1 | $6.81M | Sell |
112,837
-2,514
| -2% | -$152K | 0.99% | 17 |
|
|
2018
Q4 | $6.08M | Buy |
+115,351
| New | +$6.08M | 1.03% | 14 |
|