Stonebridge Financial Planning Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.57M Sell
2025
Q1
$3.93M Sell
2024
Q4
$4.49M Sell
2024
Q3
$4.35M Sell
2024
Q2
$4.21M Sell
2024
Q1
$3.93M Sell
2023
Q4
$3.65M Sell
2023
Q3
$3.55M Sell
2023
Q2
$3.94M Sell
2023
Q1
$3.8M Sell
2022
Q4
$3.93M Sell
2022
Q3
$3.91M Sell
2022
Q2
$4.11M Buy
2022
Q1
$5.17M Buy
2021
Q4
$4.99M Sell
2021
Q3
$5.49M Sell
2021
Q2
$5.06M Buy
2021
Q1
$4.57M Sell
2020
Q4
$4.29M Buy
2020
Q3
$3.81M Buy
2020
Q2
$3.03M Buy
2020
Q1
$2.41M Sell
2019
Q4
$2.69M Buy