RTD 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
2025
Q2
Sell
-3,778
Closed -$480K 114
2025
Q1
$480K Sell
3,778
-8
-0.2% -$1.02K 0.06% 83
2024
Q4
$528K Sell
3,786
-486
-11% -$67.7K 0.07% 77
2024
Q3
$564K Buy
4,272
+8
+0.2% +$1.06K 0.07% 77
2024
Q2
$544K Buy
+4,264
New +$544K 0.07% 76