Premier Path Wealth Partners’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 | $396K | Hold |
2,632
| – | – | 0.06% | 281 |
|
|
2025
Q1 | $334K | Sell |
2,632
-50
| -2% | -$6.35K | 0.05% | 290 |
|
|
2024
Q4 | $374K | Hold |
2,682
| – | – | 0.06% | 267 |
|
|
2024
Q3 | $354K | Sell |
2,682
-235
| -8% | -$31K | 0.06% | 281 |
|
|
2024
Q2 | $372K | Sell |
2,917
-1,127
| -28% | -$144K | 0.06% | 263 |
|
|
2024
Q1 | $474K | Sell |
4,044
-91
| -2% | -$10.7K | 0.09% | 217 |
|
|
2023
Q4 | $430K | Buy |
+4,135
| New | +$430K | 0.1% | 210 |
|