Strategic Financial Concepts’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 | – | Sell |
-2,092
| Closed | -$266K | – | 324 |
|
|
2025
Q1 | $266K | Sell |
2,092
-235
| -10% | -$29.9K | 0.05% | 260 |
|
|
2024
Q4 | $324K | Buy |
+2,327
| New | +$324K | 0.06% | 229 |
|
|
2024
Q3 | – | Sell |
-169,409
| Closed | -$101K | – | 473 |
|
|
2024
Q2 | $101K | Buy |
169,409
+167,255
| +7,765% | +$99.8K | 0.06% | 183 |
|
|
2024
Q1 | $252K | Buy |
+2,154
| New | +$252K | 0.06% | 257 |
|
|
2023
Q4 | – | Sell |
-2,181
| Closed | -$207K | – | 197 |
|
|
2023
Q3 | $207K | Buy |
2,181
+28
| +1% | +$2.66K | 0.07% | 240 |
|
|
2023
Q2 | $210K | Buy |
+2,153
| New | +$210K | 0.08% | 227 |
|