SMC
Smith, Moore & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-34,220
| Closed | -$2.13M | – | 343 |
|
|
2018
Q3 | $2.13M | Hold |
34,220
| – | – | 0.48% | 42 |
|
|
2018
Q2 | $1.96M | Hold |
34,220
| – | – | 0.49% | 44 |
|
|
2018
Q1 | $1.87M | Sell |
34,220
-1,050
| -3% | -$57.3K | 0.5% | 42 |
|
|
2017
Q4 | $1.9M | Buy |
35,270
+400
| +1% | +$21.5K | 0.51% | 42 |
|
|
2017
Q3 | $1.76M | Buy |
34,870
+10,320
| +42% | +$521K | 0.5% | 42 |
|
|
2017
Q2 | $1.18M | Buy |
+24,550
| New | +$1.18M | 0.4% | 50 |
|