Sequoia Financial 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 | $1.7M | Sell |
11,328
-4,386
| -28% | -$660K | 0.01% | 506 |
|
|
2025
Q1 | $2M | Sell |
15,714
-61
| -0.4% | -$7.75K | 0.02% | 435 |
|
|
2024
Q4 | $2.2M | Buy |
15,775
+311
| +2% | +$43.3K | 0.02% | 384 |
|
|
2024
Q3 | $2.04M | Buy |
15,464
+118
| +0.8% | +$15.6K | 0.02% | 370 |
|
|
2024
Q2 | $1.96M | Sell |
15,346
-1,318
| -8% | -$168K | 0.02% | 328 |
|
|
2024
Q1 | $1.95M | Buy |
16,664
+646
| +4% | +$75.7K | 0.02% | 328 |
|
|
2023
Q4 | $1.67M | Sell |
16,018
-196
| -1% | -$20.4K | 0.02% | 399 |
|
|
2023
Q3 | $1.54M | Sell |
16,214
-317
| -2% | -$30.1K | 0.03% | 268 |
|
|
2023
Q2 | $1.61M | Sell |
16,531
-574
| -3% | -$56K | 0.03% | 268 |
|
|
2023
Q1 | $1.52M | Sell |
17,105
-1,267
| -7% | -$112K | 0.03% | 248 |
|
|
2022
Q4 | $1.5M | Sell |
18,372
-4,058
| -18% | -$331K | 0.04% | 231 |
|
|
2022
Q3 | $1.8M | Sell |
22,430
-658
| -3% | -$52.7K | 0.06% | 162 |
|
|
2022
Q2 | $1.93M | Sell |
23,088
-1,810
| -7% | -$152K | 0.05% | 177 |
|
|
2022
Q1 | $2.63M | Buy |
24,898
+3,315
| +15% | +$350K | 0.07% | 163 |
|
|
2021
Q4 | $2.5M | Buy |
+21,583
| New | +$2.5M | 0.07% | 164 |
|
|
2021
Q3 | – | Sell |
-22,558
| Closed | -$2.28M | – | 352 |
|
|
2021
Q2 | $2.28M | Buy |
22,558
+8,573
| +61% | +$866K | 0.08% | 142 |
|
|
2021
Q1 | $1.27M | Buy |
13,985
+615
| +5% | +$55.8K | 0.05% | 169 |
|
|
2020
Q4 | $1.19M | Buy |
13,370
+4,674
| +54% | +$415K | 0.05% | 167 |
|
|
2020
Q3 | $696K | Buy |
8,696
+4,522
| +108% | +$362K | 0.04% | 193 |
|
|
2020
Q2 | $300K | Sell |
4,174
-370
| -8% | -$26.6K | 0.02% | 289 |
|
|
2020
Q1 | $259K | Buy |
4,544
+813
| +22% | +$46.3K | 0.02% | 288 |
|
|
2019
Q4 | $252K | Buy |
3,731
+447
| +14% | +$30.2K | 0.02% | 325 |
|
|
2019
Q3 | $206K | Buy |
+3,284
| New | +$206K | 0.01% | 337 |
|