Sage Mountain 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 | $236K | Buy |
1,572
+10
| +0.6% | +$1.5K | 0.02% | 376 |
|
|
2025
Q1 | $198K | Buy |
1,562
+67
| +4% | +$8.51K | 0.01% | 380 |
|
|
2024
Q4 | $208K | Buy |
1,495
+15
| +1% | +$2.09K | 0.02% | 364 |
|
|
2024
Q3 | $195K | Hold |
1,480
| – | – | 0.02% | 387 |
|
|
2024
Q2 | $189K | Hold |
1,480
| – | – | 0.02% | 338 |
|
|
2024
Q1 | $173K | Hold |
1,480
| – | – | 0.02% | 327 |
|
|
2023
Q4 | $154K | Hold |
1,480
| – | – | 0.02% | 273 |
|
|
2023
Q3 | $140K | Hold |
1,480
| – | – | 0.02% | 269 |
|
|
2023
Q2 | $145K | Hold |
1,480
| – | – | 0.02% | 261 |
|
|
2023
Q1 | $131K | Hold |
1,480
| – | – | 0.02% | 252 |
|
|
2022
Q4 | $121K | Hold |
1,480
| – | – | 0.03% | 190 |
|
|
2022
Q3 | $119K | Hold |
1,480
| – | – | 0.03% | 231 |
|
|
2022
Q2 | $124K | Hold |
1,480
| – | – | 0.02% | 491 |
|
|
2022
Q1 | $156K | Sell |
1,480
-230
| -13% | -$24.2K | 0.02% | 493 |
|
|
2021
Q4 | $198K | Hold |
1,710
| – | – | 0.02% | 520 |
|
|
2021
Q3 | $175K | Buy |
1,710
+61
| +4% | +$6.24K | 0.03% | 445 |
|
|
2021
Q2 | $167K | Buy |
1,649
+623
| +61% | +$63.1K | 0.03% | 409 |
|
|
2021
Q1 | $93K | Buy |
+1,026
| New | +$93K | 0.02% | 379 |
|