SteelPeak Wealth’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 | $237K | Sell |
1,578
-288
| -15% | -$43.3K | 0.01% | 440 |
|
|
2025
Q1 | $237K | Sell |
1,866
-88
| -5% | -$11.2K | 0.01% | 435 |
|
|
2024
Q4 | $272K | Sell |
1,954
-17
| -0.9% | -$2.37K | 0.01% | 408 |
|
|
2024
Q3 | $260K | Sell |
1,971
-162
| -8% | -$21.4K | 0.01% | 392 |
|
|
2024
Q2 | $272K | Sell |
2,133
-16
| -0.7% | -$2.04K | 0.01% | 375 |
|
|
2024
Q1 | $252K | Buy |
2,149
+2
| +0.1% | +$234 | 0.01% | 370 |
|
|
2023
Q4 | $224K | Buy |
+2,147
| New | +$224K | 0.01% | 355 |
|
|
2022
Q1 | – | Sell |
-1,748
| Closed | -$202K | – | 416 |
|
|
2021
Q4 | $202K | Buy |
+1,748
| New | +$202K | 0.01% | 367 |
|
|
2021
Q3 | – | Sell |
-2,077
| Closed | -$210K | – | 421 |
|
|
2021
Q2 | $210K | Sell |
2,077
-17,193
| -89% | -$1.74M | 0.01% | 377 |
|
|
2021
Q1 | $1.75M | Sell |
19,270
-441
| -2% | -$40K | 0.14% | 108 |
|
|
2020
Q4 | $1.75M | Buy |
19,711
+514
| +3% | +$45.6K | 0.16% | 108 |
|
|
2020
Q3 | $1.54M | Sell |
19,197
-1,627
| -8% | -$130K | 0.16% | 100 |
|
|
2020
Q2 | $1.5M | Buy |
20,824
+1,011
| +5% | +$72.7K | 0.19% | 92 |
|
|
2020
Q1 | $1.13M | Sell |
19,813
-1,646
| -8% | -$94K | 0.18% | 102 |
|
|
2019
Q4 | $1.45M | Buy |
+21,459
| New | +$1.45M | 0.2% | 97 |
|