Realta Investment 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 | $3.31K | Sell |
22
-138
| -86% | -$20.8K | ﹤0.01% | 288 |
|
|
2025
Q1 | $20.3K | Buy |
160
+138
| +627% | +$17.5K | 0.01% | 258 |
|
|
2024
Q4 | $3.12K | Hold |
22
| – | – | ﹤0.01% | 319 |
|
|
2024
Q3 | $2.96K | Sell |
22
-776
| -97% | -$105K | ﹤0.01% | 331 |
|
|
2024
Q2 | $102K | Buy |
798
+350
| +78% | +$44.6K | 0.02% | 469 |
|
|
2024
Q1 | $52.5K | Buy |
+448
| New | +$52.5K | 0.01% | 552 |
|
|
2023
Q4 | – | Sell |
-468
| Closed | -$45.7K | – | 609 |
|
|
2023
Q3 | $45.7K | Hold |
468
| – | – | 0.01% | 537 |
|
|
2023
Q2 | $45.7K | Buy |
+468
| New | +$45.7K | 0.01% | 566 |
|
|
2023
Q1 | – | Sell |
-298
| Closed | -$24.3K | – | 617 |
|
|
2022
Q4 | $24.3K | Sell |
298
-30
| -9% | -$2.45K | 0.01% | 624 |
|
|
2022
Q3 | $26K | Buy |
+328
| New | +$26K | 0.01% | 605 |
|
|
2020
Q1 | – | Sell |
-205
| Closed | -$14K | – | 853 |
|
|
2019
Q4 | $14K | Sell |
205
-35
| -15% | -$2.39K | ﹤0.01% | 1046 |
|
|
2019
Q3 | $15K | Buy |
240
+1
| +0.4% | +$63 | ﹤0.01% | 1001 |
|
|
2019
Q2 | $15K | Buy |
239
+34
| +17% | +$2.13K | ﹤0.01% | 1034 |
|
|
2019
Q1 | $12K | Buy |
+205
| New | +$12K | 0.01% | 871 |
|