SFSG
Sound Financial Strategies Group’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 |
-58
| Closed | -$5.15K | – | 76 |
|
|
2023
Q1 | $5.15K | Buy |
+58
| New | +$5.15K | ﹤0.01% | 54 |
|
|
2021
Q2 | – | Sell |
-212
| Closed | -$19K | – | 103 |
|
|
2021
Q1 | $19K | Sell |
212
-45
| -18% | -$4.03K | 0.01% | 83 |
|
|
2020
Q4 | $23K | Sell |
257
-30,901
| -99% | -$2.77M | 0.01% | 76 |
|
|
2020
Q3 | $2.49M | Sell |
31,158
-613
| -2% | -$49K | 1.58% | 7 |
|
|
2020
Q2 | $2.28M | Buy |
31,771
+107
| +0.3% | +$7.69K | 1.48% | 7 |
|
|
2020
Q1 | $1.81M | Sell |
31,664
-1,029
| -3% | -$58.8K | 1.23% | 7 |
|
|
2019
Q4 | $2.21M | Buy |
+32,693
| New | +$2.21M | 1.4% | 15 |
|