Rooted Wealth Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.92M | Buy |
|
|||||
|
2025
Q2 | $4.37M | Buy |
|
|||||
|
2025
Q1 | $2.57M | Buy |
|
|||||
|
2024
Q4 | $3M | Buy |
|
|||||
|
2024
Q3 | $2.78M | Sell |
|
|||||
|
2024
Q2 | $8.61M | Buy |
|
|||||
|
2024
Q1 | $7.5M | Buy |
|
|||||
|
2023
Q4 | $6.99M | Buy |
|
|||||
|
2023
Q3 | $5.87M | Sell |
|
|||||
|
2023
Q2 | $7.92M | Buy |
|
|||||
|
2023
Q1 | $238K | Buy |
|