SWAG
Spectrum Wealth Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.64M | Buy |
50,797
+25
| +0% | +$3.76K | 3.55% | 8 |
|
|
2025
Q1 | $6.45M | Buy |
50,772
+25
| +0% | +$3.18K | 3.1% | 11 |
|
|
2024
Q4 | $7.07M | Sell |
50,747
-309
| -0.6% | -$43.1K | 3.33% | 10 |
|
|
2024
Q3 | $6.73M | Buy |
51,056
+109
| +0.2% | +$14.4K | 3.78% | 9 |
|
|
2024
Q2 | $6.49M | Sell |
50,947
-957
| -2% | -$122K | 6.95% | 4 |
|
|
2024
Q1 | $6.08M | Sell |
51,904
-117
| -0.2% | -$13.7K | 7% | 4 |
|
|
2023
Q4 | $5.42M | Sell |
52,021
-4,194
| -7% | -$437K | 6.68% | 5 |
|
|
2023
Q3 | $5.33M | Sell |
56,215
-630
| -1% | -$59.7K | 7.38% | 4 |
|
|
2023
Q2 | $5.55M | Sell |
56,845
-6,234
| -10% | -$609K | 7.36% | 4 |
|
|
2023
Q1 | $5.6M | Sell |
63,079
-8,541
| -12% | -$758K | 7.55% | 5 |
|
|
2022
Q4 | $5.84M | Buy |
+71,620
| New | +$5.84M | 8.13% | 5 |
|