Perennial Investment Advisors’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 | $1.41M | Buy |
9,384
+302
| +3% | +$45.4K | 0.14% | 138 |
|
|
2025
Q1 | $1.15M | Sell |
9,082
-212
| -2% | -$26.9K | 0.13% | 143 |
|
|
2024
Q4 | $1.3M | Buy |
9,294
+39
| +0.4% | +$5.44K | 0.15% | 115 |
|
|
2024
Q3 | $1.22M | Sell |
9,255
-497
| -5% | -$65.6K | 0.16% | 107 |
|
|
2024
Q2 | $1.24M | Buy |
9,752
+2,045
| +27% | +$261K | 0.18% | 98 |
|
|
2024
Q1 | $903K | Sell |
7,707
-211
| -3% | -$24.7K | 0.14% | 121 |
|
|
2023
Q4 | $824K | Sell |
7,918
-49
| -0.6% | -$5.1K | 0.14% | 127 |
|
|
2023
Q3 | $755K | Sell |
7,967
-28
| -0.4% | -$2.66K | 0.14% | 129 |
|
|
2023
Q2 | $781K | Buy |
7,995
+124
| +2% | +$12.1K | 0.14% | 128 |
|
|
2023
Q1 | $699K | Buy |
+7,871
| New | +$699K | 0.13% | 138 |
|