Presilium Private Wealth’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
$1.74M Buy
11,543
+1,355
+13% +$204K 0.36% 23
2025
Q1
$1.29M Sell
10,188
-12
-0.1% -$1.53K 0.29% 28
2024
Q4
$1.42M Buy
10,200
+195
+2% +$27.2K 0.33% 30
2024
Q3
$1.32M Buy
10,005
+1,188
+13% +$157K 0.3% 31
2024
Q2
$1.12M Sell
8,817
-603
-6% -$76.9K 0.28% 32
2024
Q1
$1.1M Sell
9,420
-963
-9% -$113K 0.29% 31
2023
Q4
$1.08M Buy
10,383
+34
+0.3% +$3.54K 0.31% 33
2023
Q3
$981K Buy
10,349
+5
+0% +$474 0.31% 23
2023
Q2
$1.01M Sell
10,344
-13
-0.1% -$1.27K 0.35% 23
2023
Q1
$919K Buy
10,357
+8
+0.1% +$710 0.35% 23
2022
Q4
$844K Buy
+10,349
New +$844K 0.35% 25