Pinnacle Associates’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 | $282K | Buy |
1,875
+124
| +7% | +$18.7K | ﹤0.01% | 751 |
|
|
2025
Q1 | $223K | Hold |
1,751
| – | – | ﹤0.01% | 777 |
|
|
2024
Q4 | $244K | Buy |
+1,751
| New | +$244K | ﹤0.01% | 767 |
|
|
2024
Q3 | – | Sell |
-1,895
| Closed | -$242K | – | 823 |
|
|
2024
Q2 | $242K | Hold |
1,895
| – | – | ﹤0.01% | 739 |
|
|
2024
Q1 | $222K | Buy |
+1,895
| New | +$222K | ﹤0.01% | 772 |
|