Reilly Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $68K | Hold |
588
| – | – | 0.01% | 350 |
|
|
2021
Q3 | $60K | Hold |
588
| – | – | 0.01% | 348 |
|
|
2021
Q2 | $59K | Buy |
588
+88
| +18% | +$8.83K | ﹤0.01% | 349 |
|
|
2021
Q1 | $45K | Hold |
500
| – | – | ﹤0.01% | 380 |
|
|
2020
Q4 | $44K | Hold |
500
| – | – | ﹤0.01% | 361 |
|
|
2020
Q3 | $40K | Hold |
500
| – | – | ﹤0.01% | 332 |
|
|
2020
Q2 | $36K | Buy |
+500
| New | +$36K | ﹤0.01% | 355 |
|