PWA
Phoenix Wealth Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.04M | Sell |
46,777
-9,661
| -17% | -$1.45M | 2.95% | 8 |
|
|
2025
Q1 | $7.17M | Buy |
56,438
+5,915
| +12% | +$752K | 3.13% | 9 |
|
|
2024
Q4 | $7.04M | Sell |
50,523
-5,908
| -10% | -$823K | 3.05% | 7 |
|
|
2024
Q3 | $7.44M | Buy |
56,431
+1,832
| +3% | +$242K | 3.46% | 5 |
|
|
2024
Q2 | $6.96M | Buy |
54,599
+2,741
| +5% | +$349K | 3.49% | 5 |
|
|
2024
Q1 | $6.08M | Sell |
51,858
-11,666
| -18% | -$1.37M | 3.7% | 4 |
|
|
2023
Q4 | $6.51M | Buy |
63,524
+9,073
| +17% | +$930K | 4.53% | 4 |
|
|
2023
Q3 | $5.16M | Buy |
54,451
+1,367
| +3% | +$130K | 3.03% | 6 |
|
|
2023
Q2 | $5.18M | Buy |
53,084
+5,040
| +10% | +$492K | 3.02% | 5 |
|
|
2023
Q1 | $4.26M | Buy |
48,044
+2,701
| +6% | +$240K | 2.64% | 6 |
|
|
2022
Q4 | $3.7M | Buy |
45,343
+10,335
| +30% | +$843K | 2.22% | 5 |
|
|
2022
Q3 | $2.81M | Buy |
35,008
+18,531
| +112% | +$1.49M | 2.81% | 7 |
|
|
2022
Q2 | $1.38M | Buy |
+16,477
| New | +$1.38M | 1.36% | 26 |
|