SPIA
Strategic Point Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-18,443
| Closed | -$1.48M | – | 32 |
|
|
2022
Q3 | $1.48M | Sell |
18,443
-792
| -4% | -$63.5K | 0.41% | 23 |
|
|
2022
Q2 | $1.61M | Sell |
19,235
-210
| -1% | -$17.6K | 0.45% | 21 |
|
|
2022
Q1 | $2.06M | Buy |
19,445
+115
| +0.6% | +$12.2K | 0.47% | 22 |
|
|
2021
Q4 | $2.24M | Sell |
19,330
-725
| -4% | -$83.8K | 0.5% | 20 |
|
|
2021
Q3 | $2.05M | Sell |
20,055
-425
| -2% | -$43.5K | 0.5% | 20 |
|
|
2021
Q2 | $2.07M | Sell |
20,480
-1,765
| -8% | -$178K | 0.5% | 20 |
|
|
2021
Q1 | $2.02M | Sell |
22,245
-355
| -2% | -$32.2K | 0.53% | 19 |
|
|
2020
Q4 | $2.04M | Sell |
22,600
-160
| -0.7% | -$14.5K | 0.57% | 18 |
|
|
2020
Q3 | $1.82M | Buy |
22,760
+615
| +3% | +$49.2K | 0.58% | 16 |
|
|
2020
Q2 | $1.69M | Buy |
22,145
+245
| +1% | +$18.7K | 0.55% | 16 |
|
|
2020
Q1 | $1.25M | Sell |
21,900
-635
| -3% | -$36.2K | 0.54% | 17 |
|
|
2019
Q4 | $1.52M | Sell |
22,535
-470
| -2% | -$31.8K | 0.56% | 18 |
|
|
2019
Q3 | $1.45M | Sell |
23,005
-1,155
| -5% | -$72.6K | 0.57% | 17 |
|
|
2019
Q2 | $1.51M | Sell |
24,160
-1,740
| -7% | -$109K | 0.64% | 15 |
|
|
2019
Q1 | $1.56M | Sell |
25,900
-1,870
| -7% | -$113K | 0.7% | 15 |
|
|
2018
Q4 | $1.46M | Sell |
27,770
-660
| -2% | -$34.8K | 0.69% | 15 |
|
|
2018
Q3 | $1.77K | Sell |
28,430
-270
| -0.9% | -$17 | 0.04% | 16 |
|
|
2018
Q2 | $1.64M | Sell |
28,700
-765
| -3% | -$43.7K | 0.64% | 16 |
|
|
2018
Q1 | $1.61M | Buy |
29,465
+405
| +1% | +$22.1K | 0.66% | 17 |
|
|
2017
Q4 | $1.56M | Sell |
29,060
-625
| -2% | -$33.6K | 0.61% | 16 |
|
|
2017
Q3 | $1.5M | Sell |
29,685
-65
| -0.2% | -$3.28K | 0.56% | 16 |
|
|
2017
Q2 | $1.43M | Buy |
+29,750
| New | +$1.43M | 0.56% | 16 |
|