SWM
Spire Wealth Management’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 | $22.3M | Sell |
154,672
-35,642
| -19% | -$5.14M | 0.8% | 21 |
|
|
2025
Q1 | $24.2M | Sell |
190,314
-17,685
| -9% | -$2.25M | 0.77% | 25 |
|
|
2024
Q4 | $29M | Buy |
207,999
+71,291
| +52% | +$9.93M | 0.9% | 16 |
|
|
2024
Q3 | $18M | Sell |
136,708
-7,611
| -5% | -$1M | 0.61% | 36 |
|
|
2024
Q2 | $18.3M | Sell |
144,319
-8,613
| -6% | -$1.09M | 0.65% | 33 |
|
|
2024
Q1 | $126M | Sell |
152,932
-2,313
| -1% | -$1.9M | 2.28% | 7 |
|
|
2023
Q4 | $16.7M | Buy |
155,245
+8,386
| +6% | +$900K | 0.55% | 36 |
|
|
2023
Q3 | $13.9M | Buy |
146,859
+385
| +0.3% | +$36.5K | 0.53% | 42 |
|
|
2023
Q2 | $14.3M | Buy |
146,474
+6,303
| +4% | +$615K | 0.53% | 39 |
|
|
2023
Q1 | $12.4M | Buy |
140,171
+35,495
| +34% | +$3.15M | 0.48% | 41 |
|
|
2022
Q4 | $8.53M | Buy |
104,676
+1,767
| +2% | +$144K | 0.48% | 46 |
|
|
2022
Q3 | $8.25M | Sell |
102,909
-33,361
| -24% | -$2.67M | 0.5% | 42 |
|
|
2022
Q2 | $11.4M | Sell |
136,270
-13,441
| -9% | -$1.13M | 0.47% | 50 |
|
|
2022
Q1 | $15.8M | Buy |
149,711
+1,936
| +1% | +$205K | 0.42% | 59 |
|
|
2021
Q4 | $17.1M | Sell |
147,775
-1,984
| -1% | -$230K | 0.38% | 67 |
|
|
2021
Q3 | $15.3M | Buy |
149,759
+20,078
| +15% | +$2.06M | 0.41% | 62 |
|
|
2021
Q2 | $13.2M | Buy |
129,681
+566
| +0.4% | +$57.6K | 0.36% | 73 |
|
|
2021
Q1 | $11.4M | Buy |
+129,115
| New | +$11.4M | 0.3% | 91 |
|