Sowell Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $214K | Buy |
+1,425
| New | +$214K | 0.01% | 934 |
|
|
2024
Q4 | – | Sell |
-30,642
| Closed | -$4.04M | – | 558 |
|
|
2024
Q3 | $4.04M | Sell |
30,642
-1,509
| -5% | -$199K | 0.19% | 128 |
|
|
2024
Q2 | $4.1M | Buy |
32,151
+13,798
| +75% | +$1.76M | 0.2% | 124 |
|
|
2024
Q1 | $2.15M | Buy |
18,353
+48
| +0.3% | +$5.63K | 0.1% | 218 |
|
|
2023
Q4 | $1.91M | Sell |
18,305
-527
| -3% | -$54.9K | 0.1% | 217 |
|
|
2023
Q3 | $1.79M | Sell |
18,832
-385
| -2% | -$36.6K | 0.11% | 204 |
|
|
2023
Q2 | $1.88M | Buy |
+19,217
| New | +$1.88M | 0.1% | 225 |
|
|
2021
Q2 | – | Sell |
-3,557
| Closed | -$341K | – | 1620 |
|
|
2021
Q1 | $341K | Sell |
3,557
-184
| -5% | -$17.6K | 0.01% | 788 |
|
|
2020
Q4 | $332K | Buy |
3,741
+767
| +26% | +$68.1K | 0.01% | 656 |
|
|
2020
Q3 | $238K | Buy |
2,974
+76
| +3% | +$6.08K | 0.01% | 677 |
|
|
2020
Q2 | $208K | Sell |
2,898
-225
| -7% | -$16.1K | 0.01% | 708 |
|
|
2020
Q1 | $178K | Sell |
3,123
-897
| -22% | -$51.1K | 0.01% | 679 |
|
|
2019
Q4 | $272K | Sell |
4,020
-2,563
| -39% | -$173K | 0.02% | 613 |
|
|
2019
Q3 | $414K | Buy |
+6,583
| New | +$414K | 0.03% | 459 |
|
|
2019
Q1 | $409K | Sell |
6,775
-1,228
| -15% | -$74.1K | 0.05% | 376 |
|
|
2018
Q4 | $422K | Buy |
+8,003
| New | +$422K | 0.06% | 310 |
|
|
2018
Q3 | – | Sell |
-43,975
| Closed | -$2.63M | – | 412 |
|
|
2018
Q2 | $2.63M | Buy |
43,975
+12,183
| +38% | +$729K | 0.56% | 47 |
|
|
2018
Q1 | $1.74M | Buy |
31,792
+9,968
| +46% | +$546K | 0.44% | 57 |
|
|
2017
Q4 | $1.24M | Buy |
21,824
+904
| +4% | +$51.3K | 0.3% | 82 |
|
|
2017
Q3 | $1.09M | Buy |
20,920
+10,196
| +95% | +$532K | 0.28% | 80 |
|
|
2017
Q2 | $531K | Sell |
10,724
-28,127
| -72% | -$1.39M | 0.15% | 128 |
|
|
2017
Q1 | $1.87M | Buy |
38,851
+17,824
| +85% | +$858K | 0.55% | 49 |
|
|
2016
Q4 | $960K | Buy |
+21,027
| New | +$960K | 0.32% | 78 |
|