SWM
SFG Wealth Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $361K | Sell |
2,399
-84
| -3% | -$12.6K | 0.22% | 60 |
|
|
2025
Q1 | $316K | Sell |
2,483
-74
| -3% | -$9.4K | 0.15% | 95 |
|
|
2024
Q4 | $356K | Buy |
2,557
+140
| +6% | +$19.5K | 0.19% | 69 |
|
|
2024
Q3 | $319K | Buy |
2,417
+1
| +0% | +$132 | 0.17% | 69 |
|
|
2024
Q2 | $308K | Sell |
2,416
-622
| -20% | -$79.3K | 0.18% | 75 |
|
|
2024
Q1 | $356K | Sell |
3,038
-364
| -11% | -$42.7K | 0.21% | 68 |
|
|
2023
Q4 | $354K | Buy |
3,402
+709
| +26% | +$73.8K | 0.24% | 63 |
|
|
2023
Q3 | $255K | Hold |
2,693
| – | – | 0.2% | 74 |
|
|
2023
Q2 | $263K | Buy |
2,693
+413
| +18% | +$40.3K | 0.22% | 76 |
|
|
2023
Q1 | $202K | Buy |
+2,280
| New | +$202K | 0.22% | 76 |
|
|
2022
Q2 | – | Sell |
-2,805
| Closed | -$296K | – | 89 |
|
|
2022
Q1 | $296K | Sell |
2,805
-743
| -21% | -$78.4K | 0.28% | 65 |
|
|
2021
Q4 | $410K | Buy |
+3,548
| New | +$410K | 0.36% | 61 |
|