Resurgent 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,175
| Closed | -$122K | – | 338 |
|
|
2023
Q4 | $122K | Hold |
1,175
| – | – | 0.08% | 225 |
|
|
2023
Q3 | $111K | Hold |
1,175
| – | – | 0.08% | 214 |
|
|
2023
Q2 | $115K | Sell |
1,175
-604
| -34% | -$59K | 0.08% | 218 |
|
|
2023
Q1 | $158K | Sell |
1,779
-222
| -11% | -$19.7K | 0.11% | 173 |
|
|
2022
Q4 | $163K | Buy |
+2,001
| New | +$163K | 0.09% | 226 |
|