Sanders Morris Harris’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
2022
Q2
Sell
-2,511
Closed -$265K 302
2022
Q1
$265K Buy
2,511
+142
+6% +$15K 0.05% 238
2021
Q4
$274K Sell
2,369
-133
-5% -$15.4K 0.05% 246
2021
Q3
$256K Buy
+2,502
New +$256K 0.05% 253