Private Wealth Advisors (Pennsylvania)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $3.41M | Sell |
38,487
-4,198
| -10% | -$372K | 1.94% | 13 |
|
|
2020
Q3 | $3.41M | Buy |
42,685
+3,628
| +9% | +$290K | 2.18% | 12 |
|
|
2020
Q2 | $2.81M | Buy |
39,057
+3,305
| +9% | +$238K | 1.92% | 15 |
|
|
2020
Q1 | $2.28M | Buy |
35,752
+3,165
| +10% | +$202K | 1.73% | 16 |
|
|
2019
Q4 | $2.28M | Buy |
32,587
+38
| +0.1% | +$2.66K | 1.22% | 24 |
|
|
2019
Q3 | $2.05M | Sell |
32,549
-276
| -0.8% | -$17.3K | 1.04% | 30 |
|
|
2019
Q2 | $2.06M | Buy |
32,825
+2,520
| +8% | +$158K | 0.73% | 43 |
|
|
2019
Q1 | $1.83M | Buy |
30,305
+2,160
| +8% | +$130K | 0.68% | 44 |
|
|
2018
Q4 | $1.48M | Buy |
28,145
+3,440
| +14% | +$181K | 0.64% | 44 |
|
|
2018
Q3 | $1.54M | Buy |
24,705
+6,050
| +32% | +$376K | 0.57% | 51 |
|
|
2018
Q2 | $1.07M | Buy |
18,655
+895
| +5% | +$51.2K | 0.43% | 63 |
|
|
2018
Q1 | $970K | Buy |
17,760
+1,615
| +10% | +$88.2K | 0.39% | 69 |
|
|
2017
Q4 | $868K | Buy |
16,145
+5,880
| +57% | +$316K | 0.34% | 77 |
|
|
2017
Q3 | $518K | Buy |
10,265
+3,839
| +60% | +$194K | 0.21% | 92 |
|
|
2017
Q2 | $310K | Buy |
+6,426
| New | +$310K | 0.13% | 107 |
|