P.J. Schmidt Investment Management (PJS)’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 | $902K | Hold |
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|
2025
Q1 | $762K | Hold |
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|
2024
Q4 | $836K | Hold |
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|
2024
Q3 | $791K | Hold |
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|
2024
Q2 | $765K | Hold |
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|
2024
Q1 | $703K | Hold |
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|
2023
Q4 | $651K | Hold |
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|
2023
Q3 | $571K | Hold |
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|
2023
Q2 | $601K | Hold |
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|
2023
Q1 | $536K | Hold |
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|
2022
Q4 | $489K | Hold |
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|
2022
Q3 | $498K | Hold |
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|
2022
Q2 | $563K | Sell |
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|
2022
Q1 | $685K | Hold |
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|
2021
Q4 | $783K | Hold |
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|
2021
Q3 | $810K | Hold |
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|
2021
Q2 | $782K | Hold |
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|
2021
Q1 | $723K | Hold |
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|
2020
Q4 | $654K | Buy |
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|
2020
Q3 | $300K | Sell |
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|
2020
Q2 | $532K | Hold |
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|
2020
Q1 | $422K | Sell |
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|
2019
Q4 | $593K | Sell |
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|
2019
Q3 | $554K | Sell |
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|
2019
Q2 | $554K | Sell |
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|
2019
Q1 | $558K | Sell |
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|
2018
Q4 | $515K | Sell |
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|
2018
Q3 | $615K | Buy |
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|
2018
Q2 | $563K | Buy |
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|
2018
Q1 | $508K | Buy |
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|
2017
Q4 | $458K | Buy |
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|
2017
Q3 | $393K | Hold |
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|
2017
Q2 | $375K | Hold |
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|
2017
Q1 | $361K | Hold |
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|
2016
Q4 | $334K | Sell |
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|
2016
Q3 | $361K | Hold |
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|
2016
Q2 | $347K | Sell |
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|
2016
Q1 | $764K | Sell |
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|
2015
Q4 | $1.24M | Buy |
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