Philip James Wealth Mangement’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 | $273K | Buy |
1,813
+2
| +0.1% | +$301 | 0.03% | 145 |
|
|
2025
Q1 | $230K | Sell |
1,811
-838
| -32% | -$107K | 0.03% | 156 |
|
|
2024
Q4 | $369K | Sell |
2,649
-389
| -13% | -$54.2K | 0.05% | 123 |
|
|
2024
Q3 | $401K | Sell |
3,038
-34
| -1% | -$4.49K | 0.05% | 110 |
|
|
2024
Q2 | $392K | Sell |
3,072
-16
| -0.5% | -$2.04K | 0.26% | 38 |
|
|
2024
Q1 | $362K | Sell |
3,088
-345
| -10% | -$40.4K | 0.26% | 45 |
|
|
2023
Q4 | $357K | Buy |
+3,433
| New | +$357K | 0.28% | 45 |
|