Rooted 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 | $4.37M | Buy |
28,919
+6,569
| +29% | +$993K | 1.51% | 16 |
|
|
2025
Q1 | $2.57M | Buy |
22,350
+956
| +4% | +$110K | 1.11% | 20 |
|
|
2024
Q4 | $3.01M | Buy |
21,394
+95
| +0.4% | +$13.3K | 1.18% | 22 |
|
|
2024
Q3 | $2.78M | Sell |
21,299
-46,091
| -68% | -$6.01M | 1.24% | 16 |
|
|
2024
Q2 | $8.61M | Buy |
67,390
+2,964
| +5% | +$379K | 3.8% | 7 |
|
|
2024
Q1 | $7.5M | Buy |
64,426
+1,278
| +2% | +$149K | 3.7% | 6 |
|
|
2023
Q4 | $6.99M | Buy |
63,148
+4,184
| +7% | +$463K | 3.66% | 7 |
|
|
2023
Q3 | $5.87M | Sell |
58,964
-22,138
| -27% | -$2.21M | 3.62% | 7 |
|
|
2023
Q2 | $7.92M | Buy |
81,102
+78,451
| +2,959% | +$7.66M | 5.34% | 5 |
|
|
2023
Q1 | $238K | Buy |
+2,651
| New | +$238K | 0.18% | 72 |
|