Revolve Wealth Partners’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 | $317K | Sell |
2,107
-387
| -16% | -$58.2K | 0.04% | 163 |
|
|
2025
Q1 | $317K | Buy |
2,494
+56
| +2% | +$7.12K | 0.05% | 160 |
|
|
2024
Q4 | $340K | Sell |
2,438
-96
| -4% | -$13.4K | 0.05% | 147 |
|
|
2024
Q3 | $334K | Hold |
2,534
| – | – | 0.05% | 145 |
|
|
2024
Q2 | $323K | Sell |
2,534
-451
| -15% | -$57.5K | 0.05% | 126 |
|
|
2024
Q1 | $350K | Buy |
2,985
+440
| +17% | +$51.6K | 0.06% | 119 |
|
|
2023
Q4 | $265K | Sell |
2,545
-1,251
| -33% | -$130K | 0.05% | 130 |
|
|
2023
Q3 | $360K | Buy |
3,796
+188
| +5% | +$17.8K | 0.08% | 101 |
|
|
2023
Q2 | $352K | Buy |
3,608
+439
| +14% | +$42.9K | 0.08% | 101 |
|
|
2023
Q1 | $281K | Sell |
3,169
-858
| -21% | -$76.2K | 0.07% | 113 |
|
|
2022
Q4 | $328K | Buy |
+4,027
| New | +$328K | 0.09% | 99 |
|