Schwarz Dygos Wheeler Investment 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 | $295K | Hold |
1,961
| – | – | 0.07% | 136 |
|
|
2025
Q1 | $249K | Hold |
1,961
| – | – | 0.06% | 141 |
|
|
2024
Q4 | $273K | Hold |
1,961
| – | – | 0.07% | 133 |
|
|
2024
Q3 | $259K | Hold |
1,961
| – | – | 0.06% | 130 |
|
|
2024
Q2 | $250K | Buy |
1,961
+9
| +0.5% | +$1.15K | 0.07% | 128 |
|
|
2024
Q1 | $229K | Hold |
1,952
| – | – | 0.06% | 134 |
|
|
2023
Q4 | $203K | Buy |
+1,952
| New | +$203K | 0.06% | 140 |
|
|
2022
Q2 | – | Sell |
-2,026
| Closed | -$214K | – | 135 |
|
|
2022
Q1 | $214K | Hold |
2,026
| – | – | 0.07% | 125 |
|
|
2021
Q4 | $234K | Hold |
2,026
| – | – | 0.08% | 117 |
|
|
2021
Q3 | $207K | Hold |
2,026
| – | – | 0.08% | 125 |
|
|
2021
Q2 | $205K | Buy |
+2,026
| New | +$205K | 0.07% | 127 |
|