St. Clair 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Buy |
7,047
+1,125
| +19% | +$169K | 0.28% | 44 |
|
|
2025
Q1 | $753K | Buy |
5,922
+1,165
| +24% | +$148K | 0.21% | 52 |
|
|
2024
Q4 | $663K | Hold |
4,757
| – | – | 0.19% | 54 |
|
|
2024
Q3 | $627K | Hold |
4,757
| – | – | 0.18% | 57 |
|
|
2024
Q2 | $606K | Sell |
4,757
-954
| -17% | -$122K | 0.19% | 55 |
|
|
2024
Q1 | $669K | Hold |
5,711
| – | – | 0.22% | 56 |
|
|
2023
Q4 | $595K | Buy |
5,711
+527
| +10% | +$54.9K | 0.2% | 57 |
|
|
2023
Q3 | $492K | Sell |
5,184
-31
| -0.6% | -$2.94K | 0.19% | 58 |
|
|
2023
Q2 | $509K | Hold |
5,215
| – | – | 0.2% | 58 |
|
|
2023
Q1 | $463K | Hold |
5,215
| – | – | 0.2% | 58 |
|
|
2022
Q4 | $425K | Buy |
+5,215
| New | +$425K | 0.27% | 36 |
|