Simplicity Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,473
| Closed | -$486K | – | 1133 |
|
|
2023
Q1 | $486K | Buy |
5,473
+2,040
| +59% | +$181K | 0.01% | 701 |
|
|
2022
Q4 | $280K | Buy |
+3,433
| New | +$280K | 0.04% | 503 |
|
|
2021
Q1 | – | Sell |
-182,320
| Closed | -$16.2M | – | 741 |
|
|
2020
Q4 | $16.2M | Buy |
182,320
+105,718
| +138% | +$9.38M | 0.24% | 93 |
|
|
2020
Q3 | $6.13M | Sell |
76,602
-118,406
| -61% | -$9.47M | 0.11% | 168 |
|
|
2020
Q2 | $14M | Buy |
195,008
+132,054
| +210% | +$9.49M | 0.28% | 78 |
|
|
2020
Q1 | $3.59M | Buy |
62,954
+30,961
| +97% | +$1.77M | 0.11% | 163 |
|
|
2019
Q4 | $2.16M | Buy |
+31,993
| New | +$2.16M | 0.07% | 231 |
|