RWA 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 | $17.6M | Sell |
116,843
-462
| -0.4% | -$69.5K | 0.22% | 71 |
|
2025
Q1 | $14.9M | Sell |
117,305
-5,562
| -5% | -$707K | 0.19% | 78 |
|
2024
Q4 | $17.1M | Sell |
122,867
-10,407
| -8% | -$1.45M | 0.21% | 71 |
|
2024
Q3 | $17.6M | Sell |
133,274
-3,406
| -2% | -$449K | 0.22% | 71 |
|
2024
Q2 | $17.4M | Sell |
136,680
-2,690
| -2% | -$343K | 0.23% | 72 |
|
2024
Q1 | $16.3M | Sell |
139,370
-9,010
| -6% | -$1.06M | 0.22% | 74 |
|
2023
Q4 | $15.4M | Buy |
148,380
+5,272
| +4% | +$549K | 0.22% | 75 |
|
2023
Q3 | $13.6M | Sell |
143,108
-8,087
| -5% | -$767K | 0.3% | 33 |
|
2023
Q2 | $14.8M | Sell |
151,195
-80,393
| -35% | -$7.85M | 0.32% | 29 |
|
2023
Q1 | $20.6M | Buy |
231,588
+2,708
| +1% | +$240K | 0.49% | 18 |
|
2022
Q4 | $19M | Buy |
+228,880
| New | +$19M | 0.47% | 20 |
|