Sage Financial Management Group’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 | $755K | Hold |
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|
2025
Q2 | $690K | Sell |
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|
2025
Q1 | $644K | Sell |
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|
2024
Q4 | $729K | Sell |
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|
2024
Q3 | $790K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $725K | Sell |
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|
2023
Q4 | $744K | Buy |
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|
2023
Q3 | $670K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $459K | Sell |
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|
2022
Q4 | $604K | Buy |
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|
2022
Q3 | $450K | Sell |
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|
2022
Q2 | $744K | Sell |
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|
2022
Q1 | $956K | Hold |
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|
2021
Q4 | $1.05M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.14M | Sell |
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|
2021
Q1 | $1.05M | Sell |
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|
2020
Q4 | $1.05M | Buy |
|