Plante Moran Financial 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 | $13.4K | Hold |
89
| – | – | ﹤0.01% | 527 |
|
|
2025
Q1 | $11.3K | Hold |
89
| – | – | ﹤0.01% | 548 |
|
|
2024
Q4 | $12.4K | Sell |
89
-325
| -79% | -$45.3K | ﹤0.01% | 550 |
|
|
2024
Q3 | $54.6K | Buy |
414
+325
| +365% | +$42.9K | ﹤0.01% | 373 |
|
|
2024
Q2 | $11.3K | Hold |
89
| – | – | ﹤0.01% | 567 |
|
|
2024
Q1 | $10.4K | Hold |
89
| – | – | ﹤0.01% | 600 |
|
|
2023
Q4 | $9.27K | Sell |
89
-27
| -23% | -$2.81K | ﹤0.01% | 562 |
|
|
2023
Q3 | $11K | Buy |
116
+27
| +30% | +$2.56K | ﹤0.01% | 523 |
|
|
2023
Q2 | $8.69K | Hold |
89
| – | – | ﹤0.01% | 566 |
|
|
2023
Q1 | $7.9K | Sell |
89
-1,658
| -95% | -$147K | ﹤0.01% | 592 |
|
|
2022
Q4 | $142K | Hold |
1,747
| – | – | 0.02% | 189 |
|
|
2022
Q3 | $140K | Hold |
1,747
| – | – | 0.02% | 176 |
|
|
2022
Q2 | $146K | Sell |
1,747
-619
| -26% | -$51.7K | 0.02% | 176 |
|
|
2022
Q1 | $250K | Buy |
2,366
+89
| +4% | +$9.4K | 0.05% | 140 |
|
|
2021
Q4 | $263K | Sell |
2,277
-190
| -8% | -$21.9K | 0.04% | 151 |
|
|
2021
Q3 | $253K | Hold |
2,467
| – | – | 0.06% | 158 |
|
|
2021
Q2 | $249K | Sell |
2,467
-299
| -11% | -$30.2K | 0.06% | 149 |
|
|
2021
Q1 | $251K | Sell |
2,766
-2,181
| -44% | -$198K | 0.07% | 145 |
|
|
2020
Q4 | $439K | Buy |
4,947
+95
| +2% | +$8.43K | 0.14% | 90 |
|
|
2020
Q3 | $388K | Buy |
4,852
+2,167
| +81% | +$173K | 0.14% | 84 |
|
|
2020
Q2 | $193K | Sell |
2,685
-2,004
| -43% | -$144K | 0.08% | 132 |
|
|
2020
Q1 | $268K | Sell |
4,689
-257
| -5% | -$14.7K | 0.12% | 93 |
|
|
2019
Q4 | $335K | Sell |
4,946
-574
| -10% | -$38.9K | 0.12% | 107 |
|
|
2019
Q3 | $347K | Buy |
5,520
+4,790
| +656% | +$301K | 0.1% | 112 |
|
|
2019
Q2 | $46K | Sell |
730
-334
| -31% | -$21K | 0.01% | 353 |
|
|
2019
Q1 | $64K | Buy |
1,064
+677
| +175% | +$40.7K | 0.02% | 283 |
|
|
2018
Q4 | $20K | Sell |
387
-89
| -19% | -$4.6K | 0.01% | 428 |
|
|
2018
Q3 | $30K | Hold |
476
| – | – | 0.01% | 380 |
|
|
2018
Q2 | $27K | Sell |
476
-23
| -5% | -$1.31K | 0.01% | 433 |
|
|
2018
Q1 | $27K | Sell |
499
-17
| -3% | -$920 | 0.01% | 451 |
|
|
2017
Q4 | $28K | Buy |
+516
| New | +$28K | 0.02% | 446 |
|
|
2015
Q4 | – | Sell |
-170
| Closed | -$6K | – | 970 |
|
|
2015
Q3 | $6K | Hold |
170
| – | – | ﹤0.01% | 557 |
|
|
2015
Q2 | $7K | Hold |
170
| – | – | 0.01% | 572 |
|
|
2015
Q1 | $7K | Hold |
170
| – | – | ﹤0.01% | 566 |
|
|
2014
Q4 | $7K | Buy |
+170
| New | +$7K | 0.01% | 603 |
|