Peninsula Wealth’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
2024
Q4
$7.14M Buy
51,208
+3,088
+6% +$430K 1.22% 17
2024
Q3
$6.42M Sell
48,120
-3,006
-6% -$401K 1.12% 19
2024
Q2
$6.74M Buy
51,126
+32,199
+170% +$4.25M 1.26% 18
2024
Q1
$2.22M Buy
+18,927
New +$2.22M 0.44% 27