Silver Oak Securities’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,945
| Closed | -$248K | – | 563 |
|
|
2024
Q2 | $248K | Sell |
1,945
-6,199
| -76% | -$790K | 0.04% | 334 |
|
|
2024
Q1 | $955K | Buy |
+8,144
| New | +$955K | 0.15% | 151 |
|
|
2023
Q3 | – | Sell |
-7,181
| Closed | -$701K | – | 470 |
|
|
2023
Q2 | $701K | Buy |
7,181
+947
| +15% | +$92.4K | 0.11% | 186 |
|
|
2023
Q1 | $553K | Buy |
+6,234
| New | +$553K | 0.09% | 178 |
|
|
2022
Q2 | – | Sell |
-11,483
| Closed | -$1.18M | – | 311 |
|
|
2022
Q1 | $1.18M | Buy |
+11,483
| New | +$1.18M | 0.24% | 95 |
|