SFPG
Stonebridge Financial Planning Group’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 | $4.57M | Sell |
30,403
-514
| -2% | -$77.3K | 1.91% | 7 |
|
|
2025
Q1 | $3.93M | Sell |
30,917
-1,330
| -4% | -$169K | 1.79% | 7 |
|
|
2024
Q4 | $4.49M | Sell |
32,247
-743
| -2% | -$104K | 2.01% | 8 |
|
|
2024
Q3 | $4.35M | Sell |
32,990
-67
| -0.2% | -$8.84K | 2.07% | 7 |
|
|
2024
Q2 | $4.21M | Sell |
33,057
-478
| -1% | -$60.9K | 2.12% | 8 |
|
|
2024
Q1 | $3.93M | Sell |
33,535
-1,520
| -4% | -$178K | 2.08% | 8 |
|
|
2023
Q4 | $3.65M | Sell |
35,055
-2,411
| -6% | -$251K | 2.1% | 8 |
|
|
2023
Q3 | $3.55M | Sell |
37,466
-2,874
| -7% | -$273K | 2.28% | 7 |
|
|
2023
Q2 | $3.94M | Sell |
40,340
-2,441
| -6% | -$238K | 2.4% | 7 |
|
|
2023
Q1 | $3.8M | Sell |
42,781
-5,408
| -11% | -$480K | 2.45% | 7 |
|
|
2022
Q4 | $3.93M | Sell |
48,189
-538
| -1% | -$43.9K | 2.61% | 7 |
|
|
2022
Q3 | $3.91M | Sell |
48,727
-316
| -0.6% | -$25.3K | 2.73% | 6 |
|
|
2022
Q2 | $4.11M | Buy |
49,043
+70
| +0.1% | +$5.86K | 2.79% | 6 |
|
|
2022
Q1 | $5.18M | Buy |
48,973
+533
| +1% | +$56.3K | 2.9% | 7 |
|
|
2021
Q4 | $4.99M | Sell |
48,440
-128
| -0.3% | -$13.2K | 2.62% | 7 |
|
|
2021
Q3 | $5.49M | Sell |
48,568
-188
| -0.4% | -$21.2K | 2.68% | 7 |
|
|
2021
Q2 | $5.06M | Buy |
48,756
+1,106
| +2% | +$115K | 2.69% | 7 |
|
|
2021
Q1 | $4.57M | Sell |
47,650
-686
| -1% | -$65.8K | 2.67% | 7 |
|
|
2020
Q4 | $4.29M | Buy |
48,336
+2,411
| +5% | +$214K | 2.72% | 8 |
|
|
2020
Q3 | $3.81M | Buy |
45,925
+4,317
| +10% | +$358K | 2.74% | 8 |
|
|
2020
Q2 | $3.03M | Buy |
41,608
+1,957
| +5% | +$143K | 2.58% | 8 |
|
|
2020
Q1 | $2.41M | Sell |
39,651
-142
| -0.4% | -$8.62K | 2.4% | 11 |
|
|
2019
Q4 | $2.69M | Buy |
+39,793
| New | +$2.69M | 2.43% | 11 |
|