Private Portfolio 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $248K | Sell |
1,781
-240
| -12% | -$33.4K | 0.05% | 258 |
|
|
2024
Q3 | $267K | Buy |
+2,021
| New | +$267K | 0.05% | 245 |
|
|
2024
Q2 | – | Sell |
-2,165
| Closed | -$254K | – | 164 |
|
|
2024
Q1 | $254K | Sell |
2,165
-7
| -0.3% | -$821 | 0.05% | 237 |
|
|
2023
Q4 | $226K | Buy |
+2,172
| New | +$226K | 0.05% | 239 |
|
|
2023
Q3 | – | Sell |
-2,079
| Closed | -$203K | – | 255 |
|
|
2023
Q2 | $203K | Buy |
+2,079
| New | +$203K | 0.05% | 245 |
|
|
2022
Q2 | – | Sell |
-2,476
| Closed | -$262K | – | 277 |
|
|
2022
Q1 | $262K | Sell |
2,476
-691
| -22% | -$73K | 0.06% | 242 |
|
|
2021
Q4 | $366K | Buy |
3,167
+191
| +6% | +$22.1K | 0.09% | 194 |
|
|
2021
Q3 | $305K | Sell |
2,976
-26
| -0.9% | -$2.66K | 0.09% | 205 |
|
|
2021
Q2 | $303K | Buy |
3,002
+138
| +5% | +$13.9K | 0.09% | 202 |
|
|
2021
Q1 | $260K | Hold |
2,864
| – | – | 0.08% | 202 |
|
|
2020
Q4 | $254K | Buy |
+2,864
| New | +$254K | 0.09% | 186 |
|