Safeguard Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,047
| Closed | -$102K | – | 308 |
|
|
2023
Q2 | $102K | Buy |
+1,047
| New | +$102K | 0.05% | 98 |
|
|
2023
Q1 | – | Sell |
-2,909
| Closed | -$237K | – | 73 |
|
|
2022
Q4 | $237K | Buy |
+2,909
| New | +$237K | 0.17% | 55 |
|
|
2022
Q2 | – | Sell |
-1,953
| Closed | -$206K | – | 49 |
|
|
2022
Q1 | $206K | Buy |
+1,953
| New | +$206K | 0.31% | 48 |
|