Sage Mountain Advisors’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
Q2 | $236K | Buy |
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|
2025
Q1 | $198K | Buy |
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|
2024
Q4 | $208K | Buy |
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|
2024
Q3 | $195K | Hold |
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|
2024
Q2 | $189K | Hold |
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|
2024
Q1 | $173K | Hold |
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|
2023
Q4 | $154K | Hold |
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|
2023
Q3 | $140K | Hold |
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|
2023
Q2 | $145K | Hold |
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|
2023
Q1 | $131K | Hold |
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|
2022
Q4 | $121K | Hold |
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|
2022
Q3 | $119K | Hold |
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|
2022
Q2 | $124K | Hold |
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|
2022
Q1 | $156K | Sell |
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|
2021
Q4 | $198K | Hold |
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|
2021
Q3 | $175K | Buy |
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|
2021
Q2 | $167K | Buy |
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|
2021
Q1 | $93K | Buy |
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