Schneider Downs Wealth Management Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,686
Closed -$215K 145
2024
Q2
$215K Buy
+1,686
New +$215K 0.05% 124
2022
Q3
Sell
-2,794
Closed -$234K 138
2022
Q2
$234K Buy
+2,794
New +$234K 0.07% 121