Sovereign Financial Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.57M | Buy |
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|
2025
Q1 | $1.94M | Sell |
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|
2024
Q4 | $2.13M | Sell |
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|
2024
Q3 | $2.06M | Sell |
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|
2024
Q2 | $2.18M | Sell |
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|
2024
Q1 | $2.01M | Sell |
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|
2023
Q4 | $1.79M | Buy |
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|
2023
Q3 | $1.5M | Buy |
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|
2023
Q2 | $1.52M | Sell |
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|
2023
Q1 | $1.41M | Sell |
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|
2022
Q4 | $1.84M | Buy |
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|
2022
Q3 | $1.19M | Sell |
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|
2022
Q2 | $1.28M | Buy |
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|
2022
Q1 | $1.52M | Sell |
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|
2021
Q4 | $1.91M | Sell |
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|
2021
Q3 | $1.81M | Sell |
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|
2021
Q2 | $1.65M | Hold |
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|
2021
Q1 | $1.65M | Buy |
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|
2020
Q4 | $1.58M | Buy |
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