Perigon Wealth Management’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
Q3 | $8.3M | Sell |
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|
2025
Q2 | $7.62M | Buy |
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|
2025
Q1 | $6.29M | Sell |
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|
2024
Q4 | $8.45M | Sell |
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|
2024
Q3 | $8.05M | Sell |
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|
2024
Q2 | $8.11M | Sell |
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|
2024
Q1 | $7.81M | Sell |
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|
2023
Q4 | $7.34M | Buy |
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|
2023
Q3 | $6.49M | Buy |
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|
2023
Q2 | $6.66M | Sell |
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|
2023
Q1 | $6.25M | Buy |
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|
2022
Q4 | $5.55M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $2K | Hold |
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|
2016
Q2 | $2K | Buy |
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