Peterson Wealth 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 | $512K | Sell |
3,405
-175
| -5% | -$26.3K | 0.08% | 62 |
|
|
2025
Q1 | $413K | Buy |
3,580
+186
| +5% | +$21.4K | 0.08% | 64 |
|
|
2024
Q4 | $481K | Buy |
3,394
+6
| +0.2% | +$850 | 0.09% | 57 |
|
|
2024
Q3 | $447K | Buy |
3,388
+7
| +0.2% | +$923 | 0.08% | 54 |
|
|
2024
Q2 | $431K | Buy |
3,381
+4
| +0.1% | +$510 | 0.09% | 50 |
|
|
2024
Q1 | $396K | Buy |
3,377
+4
| +0.1% | +$469 | 0.08% | 50 |
|
|
2023
Q4 | $351K | Buy |
3,373
+23
| +0.7% | +$2.39K | 0.08% | 50 |
|
|
2023
Q3 | $318K | Hold |
3,350
| – | – | 0.09% | 51 |
|
|
2023
Q2 | $327K | Buy |
3,350
+8
| +0.2% | +$782 | 0.09% | 50 |
|
|
2023
Q1 | $297K | Hold |
3,342
| – | – | 0.08% | 52 |
|
|
2022
Q4 | $272K | Hold |
3,342
| – | – | 0.08% | 51 |
|
|
2022
Q3 | $268K | Hold |
3,342
| – | – | 0.09% | 48 |
|
|
2022
Q2 | $280K | Hold |
3,342
| – | – | 0.09% | 47 |
|
|
2022
Q1 | $353K | Sell |
3,342
-71
| -2% | -$7.5K | 0.1% | 45 |
|
|
2021
Q4 | $395K | Hold |
3,413
| – | – | 0.11% | 45 |
|
|
2021
Q3 | $349K | Hold |
3,413
| – | – | 0.12% | 43 |
|
|
2021
Q2 | $345K | Hold |
3,413
| – | – | 0.12% | 43 |
|
|
2021
Q1 | $310K | Buy |
+3,413
| New | +$310K | 0.13% | 41 |
|
|
2019
Q4 | – | Sell |
-5,960
| Closed | -$375K | – | 45 |
|
|
2019
Q3 | $375K | Buy |
5,960
+23
| +0.4% | +$1.45K | 0.23% | 27 |
|
|
2019
Q2 | $372K | Buy |
5,937
+94
| +2% | +$5.89K | 0.24% | 27 |
|
|
2019
Q1 | $360K | Buy |
5,843
+19
| +0.3% | +$1.17K | 0.24% | 28 |
|
|
2018
Q4 | $307K | Buy |
5,824
+39
| +0.7% | +$2.06K | 0.24% | 31 |
|
|
2018
Q3 | $359K | Buy |
+5,785
| New | +$359K | 0.26% | 30 |
|