Robinson Smith Wealth 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 | $1.44M | Hold |
9,542
| – | – | 1.15% | 23 |
|
2025
Q1 | $1.21M | Hold |
9,542
| – | – | 1.02% | 24 |
|
2024
Q4 | $1.33M | Hold |
9,542
| – | – | 1.13% | 23 |
|
2024
Q3 | $1.26M | Hold |
9,542
| – | – | 1.07% | 24 |
|
2024
Q2 | $1.22M | Buy |
9,542
+27
| +0.3% | +$3.44K | 1.07% | 23 |
|
2024
Q1 | $1.12M | Hold |
9,515
| – | – | 1.07% | 25 |
|
2023
Q4 | $991K | Buy |
+9,515
| New | +$991K | 0.97% | 24 |
|