Seven Springs Wealth Group’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 | $6.07M | Buy |
40,377
+5,614
| +16% | +$844K | 1.5% | 13 |
|
|
2025
Q1 | $4.42M | Buy |
34,763
+10,800
| +45% | +$1.37M | 1.57% | 14 |
|
|
2024
Q4 | $3.34M | Sell |
23,963
-907
| -4% | -$126K | 1.24% | 21 |
|
|
2024
Q3 | $3.28M | Sell |
24,870
-291
| -1% | -$38.4K | 1.19% | 21 |
|
|
2024
Q2 | $3.21M | Buy |
25,161
+717
| +3% | +$91.4K | 1.25% | 18 |
|
|
2024
Q1 | $2.87M | Buy |
24,444
+61
| +0.3% | +$7.15K | 1.1% | 19 |
|
|
2023
Q4 | $2.54M | Buy |
24,383
+363
| +2% | +$37.8K | 1.14% | 18 |
|
|
2023
Q3 | $2.28M | Buy |
24,020
+555
| +2% | +$52.6K | 1.09% | 18 |
|
|
2023
Q2 | $2.29M | Buy |
23,465
+1,217
| +5% | +$119K | 1.09% | 16 |
|
|
2023
Q1 | $1.97M | Buy |
22,248
+2,244
| +11% | +$199K | 0.98% | 19 |
|
|
2022
Q4 | $1.63M | Buy |
20,004
+647
| +3% | +$52.7K | 0.79% | 19 |
|
|
2022
Q3 | $1.55M | Buy |
19,357
+2,226
| +13% | +$178K | 0.84% | 17 |
|
|
2022
Q2 | $1.43M | Buy |
17,131
+1,724
| +11% | +$144K | 0.72% | 19 |
|
|
2022
Q1 | $1.63M | Buy |
15,407
+1,667
| +12% | +$176K | 0.77% | 18 |
|
|
2021
Q4 | $1.59M | Buy |
13,740
+1,993
| +17% | +$230K | 0.73% | 20 |
|
|
2021
Q3 | $1.2M | Buy |
11,747
+702
| +6% | +$71.9K | 0.59% | 22 |
|
|
2021
Q2 | $1.12M | Buy |
11,045
+739
| +7% | +$74.6K | 0.48% | 23 |
|
|
2021
Q1 | $936K | Buy |
10,306
+381
| +4% | +$34.6K | 0.44% | 23 |
|
|
2020
Q4 | $880K | Buy |
9,925
+9,866
| +16,722% | +$875K | 0.45% | 22 |
|
|
2020
Q3 | $5K | Hold |
59
| – | – | ﹤0.01% | 123 |
|
|
2020
Q2 | $4K | Hold |
59
| – | – | ﹤0.01% | 124 |
|
|
2020
Q1 | $3K | Buy |
+59
| New | +$3K | ﹤0.01% | 129 |
|