Sigma Planning Corp’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 | $2.2M | Sell |
14,656
-776
| -5% | -$117K | 0.07% | 282 |
|
|
2025
Q1 | $1.96M | Sell |
15,432
-1,521
| -9% | -$193K | 0.06% | 288 |
|
|
2024
Q4 | $2.36M | Buy |
16,953
+1,382
| +9% | +$193K | 0.07% | 253 |
|
|
2024
Q3 | $2.05M | Sell |
15,571
-227
| -1% | -$29.9K | 0.06% | 285 |
|
|
2024
Q2 | $2.01M | Sell |
15,798
-17
| -0.1% | -$2.17K | 0.06% | 292 |
|
|
2024
Q1 | $1.85M | Buy |
15,815
+3,579
| +29% | +$420K | 0.06% | 332 |
|
|
2023
Q4 | $1.27M | Sell |
12,236
-11,145
| -48% | -$1.16M | 0.1% | 216 |
|
|
2023
Q3 | $2.22M | Buy |
23,381
+123
| +0.5% | +$11.7K | 0.08% | 251 |
|
|
2023
Q2 | $2.27M | Sell |
23,258
-3,709
| -14% | -$362K | 0.08% | 260 |
|
|
2023
Q1 | $2.39M | Buy |
26,967
+3,882
| +17% | +$345K | 0.08% | 254 |
|
|
2022
Q4 | $1.88M | Sell |
23,085
-875
| -4% | -$71.3K | 0.07% | 292 |
|
|
2022
Q3 | $1.92M | Buy |
23,960
+445
| +2% | +$35.7K | 0.07% | 262 |
|
|
2022
Q2 | $1.97M | Sell |
23,515
-1,103
| -4% | -$92.3K | 0.07% | 277 |
|
|
2022
Q1 | $2.6M | Buy |
24,618
+1,102
| +5% | +$116K | 0.08% | 257 |
|
|
2021
Q4 | $2.72M | Buy |
23,516
+1,631
| +7% | +$189K | 0.08% | 263 |
|
|
2021
Q3 | $2.24M | Buy |
21,885
+1,380
| +7% | +$141K | 0.07% | 296 |
|
|
2021
Q2 | $2.07M | Buy |
20,505
+798
| +4% | +$80.6K | 0.06% | 319 |
|
|
2021
Q1 | $1.79M | Sell |
19,707
-9,696
| -33% | -$880K | 0.06% | 342 |
|
|
2020
Q4 | $2.61M | Sell |
29,403
-4,682
| -14% | -$415K | 0.09% | 221 |
|
|
2020
Q3 | $2.73M | Sell |
34,085
-1,616
| -5% | -$129K | 0.11% | 199 |
|
|
2020
Q2 | $2.57M | Buy |
35,701
+443
| +1% | +$31.8K | 0.11% | 187 |
|
|
2020
Q1 | $2.01M | Sell |
35,258
-9,470
| -21% | -$541K | 0.12% | 174 |
|
|
2019
Q4 | $3.03M | Sell |
44,728
-406
| -0.9% | -$27.5K | 0.13% | 166 |
|
|
2019
Q3 | $2.84M | Buy |
45,134
+13,236
| +41% | +$832K | 0.14% | 170 |
|
|
2019
Q2 | $2M | Sell |
31,898
-8,576
| -21% | -$537K | 0.1% | 210 |
|
|
2019
Q1 | $2.44M | Sell |
40,474
-510
| -1% | -$30.8K | 0.14% | 168 |
|
|
2018
Q4 | $2.16M | Sell |
40,984
-23,634
| -37% | -$1.25M | 0.16% | 140 |
|
|
2018
Q3 | $4.01M | Buy |
64,618
+20,341
| +46% | +$1.26M | 0.24% | 94 |
|
|
2018
Q2 | $2.53M | Sell |
44,277
-1,245
| -3% | -$71.2K | 0.17% | 139 |
|
|
2018
Q1 | $2.49M | Buy |
45,522
+563
| +1% | +$30.7K | 0.18% | 133 |
|
|
2017
Q4 | $2.42M | Sell |
44,959
-6,256
| -12% | -$336K | 0.19% | 139 |
|
|
2017
Q3 | $2.59M | Sell |
51,215
-87,816
| -63% | -$4.43M | 0.21% | 114 |
|
|
2017
Q2 | $6.7M | Buy |
139,031
+8,961
| +7% | +$432K | 0.63% | 27 |
|
|
2017
Q1 | $6.03M | Sell |
130,070
-183,297
| -58% | -$8.5M | 0.58% | 35 |
|
|
2016
Q4 | $13.5M | Buy |
313,367
+118,813
| +61% | +$5.1M | 1.47% | 4 |
|
|
2016
Q3 | $8.28M | Buy |
194,554
+158,076
| +433% | +$6.73M | 0.98% | 9 |
|
|
2016
Q2 | $1.49M | Buy |
36,478
+10,176
| +39% | +$416K | 0.19% | 124 |
|
|
2016
Q1 | $1.07M | Buy |
+26,302
| New | +$1.07M | 0.15% | 166 |
|