Oxford Financial Group’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 | $6.02K | Hold |
40
| – | – | ﹤0.01% | 255 |
|
|
2025
Q1 | $5.08K | Sell |
40
-2,165
| -98% | -$275K | ﹤0.01% | 257 |
|
|
2024
Q4 | $307K | Buy |
2,205
+2,165
| +5,413% | +$302K | 0.02% | 202 |
|
|
2024
Q3 | $5.28K | Hold |
40
| – | – | ﹤0.01% | 287 |
|
|
2024
Q2 | $5.1K | Sell |
40
-23
| -37% | -$2.93K | ﹤0.01% | 315 |
|
|
2024
Q1 | $7.38K | Hold |
63
| – | – | ﹤0.01% | 268 |
|
|
2023
Q4 | $6.56K | Hold |
63
| – | – | ﹤0.01% | 292 |
|
|
2023
Q3 | $5.97K | Hold |
63
| – | – | ﹤0.01% | 259 |
|
|
2023
Q2 | $6.15K | Hold |
63
| – | – | ﹤0.01% | 285 |
|
|
2023
Q1 | $5.59K | Buy |
63
+23
| +58% | +$2.04K | ﹤0.01% | 247 |
|
|
2022
Q4 | $3.26K | Hold |
40
| – | – | ﹤0.01% | 254 |
|
|
2022
Q3 | $3K | Hold |
40
| – | – | ﹤0.01% | 231 |
|
|
2022
Q2 | $3K | Hold |
40
| – | – | ﹤0.01% | 254 |
|
|
2022
Q1 | $4K | Hold |
40
| – | – | ﹤0.01% | 254 |
|
|
2021
Q4 | $5K | Buy |
+40
| New | +$5K | ﹤0.01% | 263 |
|