Stokes Family Office’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 | $3.36M | Buy |
22,308
+1,184
| +6% | +$178K | 0.35% | 66 |
|
|
2025
Q1 | $2.68M | Sell |
21,124
-540
| -2% | -$68.6K | 0.3% | 71 |
|
|
2024
Q4 | $3.02M | Buy |
21,664
+1,145
| +6% | +$160K | 0.32% | 70 |
|
|
2024
Q3 | $2.71M | Sell |
20,519
-313
| -2% | -$41.3K | 0.3% | 69 |
|
|
2024
Q2 | $2.66M | Buy |
20,832
+103
| +0.5% | +$13.1K | 0.31% | 69 |
|
|
2024
Q1 | $2.43M | Buy |
20,729
+20
| +0.1% | +$2.34K | 0.3% | 72 |
|
|
2023
Q4 | $2.16M | Buy |
20,709
+1,793
| +9% | +$187K | 0.29% | 76 |
|
|
2023
Q3 | $1.79M | Buy |
18,916
+3,215
| +20% | +$305K | 0.21% | 89 |
|
|
2023
Q2 | $1.53M | Sell |
15,701
-323
| -2% | -$31.5K | 0.18% | 97 |
|
|
2023
Q1 | $1.42M | Sell |
16,024
-612
| -4% | -$54.3K | 0.18% | 98 |
|
|
2022
Q4 | $1.36M | Sell |
16,636
-5,797
| -26% | -$473K | 0.17% | 92 |
|
|
2022
Q3 | $1.8M | Sell |
22,433
-1,751
| -7% | -$140K | 0.26% | 77 |
|
|
2022
Q2 | $2.02M | Buy |
24,184
+336
| +1% | +$28.1K | 0.28% | 76 |
|
|
2022
Q1 | $2.52M | Sell |
23,848
-502
| -2% | -$53K | 0.33% | 66 |
|
|
2021
Q4 | $2.82M | Buy |
24,350
+1,093
| +5% | +$126K | 0.35% | 58 |
|
|
2021
Q3 | $2.38M | Buy |
23,257
+493
| +2% | +$50.5K | 0.33% | 65 |
|
|
2021
Q2 | $2.3M | Buy |
22,764
+3,594
| +19% | +$363K | 0.33% | 67 |
|
|
2021
Q1 | $1.74M | Buy |
19,170
+4,248
| +28% | +$386K | 0.27% | 70 |
|
|
2020
Q4 | $1.32M | Buy |
14,922
+6,431
| +76% | +$570K | 0.26% | 69 |
|
|
2020
Q3 | $679K | Sell |
8,491
-348
| -4% | -$27.8K | 0.15% | 93 |
|
|
2020
Q2 | $635K | Sell |
8,839
-5,508
| -38% | -$396K | 0.16% | 94 |
|
|
2020
Q1 | $819K | Sell |
14,347
-869
| -6% | -$49.6K | 0.22% | 75 |
|
|
2019
Q4 | $1.03M | Buy |
+15,216
| New | +$1.03M | 0.23% | 70 |
|