South Shore Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.3M | Buy |
16,171
+4,539
| +39% | +$364K | 3.02% | 6 |
|
|
2022
Q2 | $973K | Buy |
11,632
+5,489
| +89% | +$459K | 2.03% | 11 |
|
|
2022
Q1 | $649K | Buy |
6,143
+1,577
| +35% | +$167K | 1.06% | 24 |
|
|
2021
Q4 | $528K | Buy |
4,566
+1
| +0% | +$116 | 0.86% | 38 |
|
|
2021
Q3 | $468K | Buy |
4,565
+158
| +4% | +$16.2K | 0.85% | 42 |
|
|
2021
Q2 | $445K | Sell |
4,407
-57,495
| -93% | -$5.81M | 0.79% | 45 |
|
|
2021
Q1 | $5.62M | Buy |
61,902
+802
| +1% | +$72.8K | 5.59% | 2 |
|
|
2020
Q4 | $5.42M | Buy |
+61,100
| New | +$5.42M | 5.36% | 2 |
|