SOA Wealth Advisors’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
Q3 | – | Sell |
-608
| Closed | -$59.4K | – | 946 |
|
|
2023
Q2 | $59.4K | Buy |
608
+1
| +0.2% | +$98 | 0.01% | 277 |
|
|
2023
Q1 | $53.9K | Sell |
607
-71
| -10% | -$6.3K | 0.01% | 275 |
|
|
2022
Q4 | $55.3K | Sell |
678
-54
| -7% | -$4.4K | 0.01% | 272 |
|
|
2022
Q3 | $58K | Buy |
+732
| New | +$58K | 0.02% | 246 |
|