SWA
Strategies Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.8M | Buy |
204,805
+25,009
| +14% | +$3.76M | 3.36% | 9 |
|
|
2025
Q1 | $22.8M | Sell |
179,796
-6,844
| -4% | -$870K | 2.79% | 9 |
|
|
2024
Q4 | $27M | Sell |
186,640
-6,689
| -3% | -$969K | 3.37% | 9 |
|
|
2024
Q3 | $25.5M | Sell |
193,329
-11,840
| -6% | -$1.56M | 3.41% | 10 |
|
|
2024
Q2 | $26.2M | Sell |
205,169
-16,572
| -7% | -$2.11M | 3.81% | 10 |
|
|
2024
Q1 | $26M | Sell |
221,741
-13,238
| -6% | -$1.55M | 4% | 10 |
|
|
2023
Q4 | $24.5M | Sell |
234,979
-11,975
| -5% | -$1.25M | 4.18% | 9 |
|
|
2023
Q3 | $23.4M | Buy |
246,954
+973
| +0.4% | +$92.3K | 4.6% | 6 |
|
|
2023
Q2 | $24M | Sell |
245,981
-11,379
| -4% | -$1.11M | 4.91% | 6 |
|
|
2023
Q1 | $22.8M | Sell |
257,360
-10,089
| -4% | -$896K | 5.03% | 6 |
|
|
2022
Q4 | $21.8M | Buy |
+267,449
| New | +$21.8M | 5.37% | 5 |
|
|
2022
Q2 | $7.01M | Buy |
83,741
+6,980
| +9% | +$584K | 2.01% | 11 |
|
|
2022
Q1 | $8.11M | Buy |
76,761
+82
| +0.1% | +$8.66K | 2.17% | 11 |
|
|
2021
Q4 | $8.87M | Buy |
+76,679
| New | +$8.87M | 2.49% | 11 |
|