PSI 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 | – | Sell |
-287
| Closed | -$36.5K | – | 388 |
|
|
2025
Q1 | $36.5K | Sell |
287
-569
| -66% | -$72.3K | 0.01% | 287 |
|
|
2024
Q4 | $119K | Sell |
856
-29
| -3% | -$4.04K | 0.04% | 166 |
|
|
2024
Q3 | $117K | Buy |
885
+1
| +0.1% | +$132 | 0.03% | 171 |
|
|
2024
Q2 | $113K | Buy |
884
+2
| +0.2% | +$255 | 0.04% | 169 |
|
|
2024
Q1 | $103K | Buy |
882
+5
| +0.6% | +$586 | 0.04% | 178 |
|
|
2023
Q4 | $91.2K | Buy |
877
+4
| +0.5% | +$416 | 0.03% | 195 |
|
|
2023
Q3 | $82.8K | Hold |
873
| – | – | 0.04% | 193 |
|
|
2023
Q2 | $85.2K | Sell |
873
-85
| -9% | -$8.3K | 0.04% | 187 |
|
|
2023
Q1 | $85K | Buy |
958
+29
| +3% | +$2.57K | 0.04% | 171 |
|
|
2022
Q4 | $75.7K | Sell |
929
-1,925
| -67% | -$157K | 0.04% | 178 |
|
|
2022
Q3 | $229K | Sell |
2,854
-599
| -17% | -$48.1K | 0.12% | 104 |
|
|
2022
Q2 | $289K | Buy |
3,453
+1
| +0% | +$84 | 0.14% | 105 |
|
|
2022
Q1 | $365K | Buy |
3,452
+1
| +0% | +$106 | 0.15% | 108 |
|
|
2021
Q4 | $399K | Buy |
3,451
+1
| +0% | +$116 | 0.16% | 105 |
|
|
2021
Q3 | $354K | Buy |
3,450
+88
| +3% | +$9.03K | 0.16% | 103 |
|
|
2021
Q2 | $339K | Hold |
3,362
| – | – | 0.18% | 102 |
|
|
2021
Q1 | $305K | Sell |
3,362
-199
| -6% | -$18.1K | 0.18% | 102 |
|
|
2020
Q4 | $315K | Sell |
3,561
-84
| -2% | -$7.43K | 0.22% | 90 |
|
|
2020
Q3 | $291K | Buy |
3,645
+1
| +0% | +$80 | 0.22% | 87 |
|
|
2020
Q2 | $261K | Sell |
3,644
-141
| -4% | -$10.1K | 0.21% | 92 |
|
|
2020
Q1 | $211K | Sell |
3,785
-27
| -0.7% | -$1.51K | 0.19% | 96 |
|
|
2019
Q4 | $257K | Buy |
+3,812
| New | +$257K | 0.17% | 114 |
|