Petix & Botte Financial’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 | $24M | Sell |
159,573
-8,863
| -5% | -$1.33M | 5.89% | 2 |
|
|
2025
Q1 | $21.4M | Sell |
168,436
-23,323
| -12% | -$2.96M | 5.64% | 2 |
|
|
2024
Q4 | $26.7M | Sell |
191,759
-67,401
| -26% | -$9.39M | 7.03% | 1 |
|
|
2024
Q3 | $34.2M | Buy |
259,160
+4,787
| +2% | +$631K | 9.1% | 1 |
|
|
2024
Q2 | $32.4M | Buy |
254,373
+119,666
| +89% | +$15.3M | 9.19% | 1 |
|
|
2024
Q1 | $15.8M | Sell |
134,707
-135,057
| -50% | -$15.8M | 3.92% | 5 |
|
|
2023
Q4 | $28.1M | Sell |
269,764
-239
| -0.1% | -$24.9K | 8.27% | 1 |
|
|
2023
Q3 | $25.6M | Buy |
270,003
+5,932
| +2% | +$563K | 8.07% | 1 |
|
|
2023
Q2 | $25.8M | Buy |
264,071
+138,615
| +110% | +$13.5M | 8% | 1 |
|
|
2023
Q1 | $11.1M | Buy |
+125,456
| New | +$11.1M | 7.51% | 1 |
|
|
2022
Q3 | $9.22M | Buy |
114,983
+395
| +0.3% | +$31.7K | 7.02% | 2 |
|
|
2022
Q2 | $9.59M | Sell |
114,588
-114,035
| -50% | -$9.54M | 7.06% | 3 |
|
|
2022
Q1 | $24.2M | Buy |
228,623
+119,386
| +109% | +$12.6M | 7.45% | 1 |
|
|
2021
Q4 | $12.6M | Sell |
109,237
-95,854
| -47% | -$11.1M | 8.03% | 1 |
|
|
2021
Q3 | $21M | Buy |
205,091
+111,237
| +119% | +$11.4M | 7.12% | 1 |
|
|
2021
Q2 | $9.48M | Buy |
93,854
+1,485
| +2% | +$150K | 6.61% | 1 |
|
|
2021
Q1 | $8.39M | Buy |
92,369
+1,964
| +2% | +$178K | 6.19% | 2 |
|
|
2020
Q4 | $8.02M | Sell |
90,405
-1,399
| -2% | -$124K | 6% | 3 |
|
|
2020
Q3 | $7.34M | Sell |
91,804
-94,228
| -51% | -$7.53M | 5.85% | 3 |
|
|
2020
Q2 | $6.83M | Buy |
186,032
+96,089
| +107% | +$3.53M | 5.63% | 3 |
|
|
2020
Q1 | $5.14M | Buy |
89,943
+6,494
| +8% | +$371K | 5% | 3 |
|
|
2019
Q4 | $5.64M | Buy |
+83,449
| New | +$5.64M | 4.44% | 4 |
|