Stratos Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.5M | Buy |
73,951
+1,642
| +2% | +$270K | 0.13% | 167 |
|
|
2025
Q4 | $12.1M | Sell |
72,309
-4,775
| -6% | -$796K | 0.14% | 150 |
|
|
2025
Q3 | $12.7M | Buy |
77,084
+78
| +0.1% | +$12.3K | 0.15% | 135 |
|
|
2025
Q2 | $11.6M | Buy |
77,006
+518
| +0.7% | +$70.2K | 0.16% | 132 |
|
|
2025
Q1 | $9.72M | Sell |
76,488
-1,128
| -1% | -$156K | 0.15% | 141 |
|
|
2024
Q4 | $10.8M | Sell |
77,616
-1,688
| -2% | -$232K | 0.15% | 134 |
|
|
2024
Q3 | $10.5M | Buy |
79,304
+4,177
| +6% | +$531K | 0.15% | 141 |
|
|
2024
Q2 | $9.58M | Sell |
75,127
-919
| -1% | -$110K | 0.15% | 144 |
|
|
2024
Q1 | $8.91M | Buy |
76,046
+1,194
| +2% | +$133K | 0.15% | 151 |
|
|
2023
Q4 | $7.79M | Buy |
74,852
+11,948
| +19% | +$1.18M | 0.15% | 151 |
|
|
2023
Q3 | $5.97M | Buy |
62,904
+2,957
| +5% | +$290K | 0.13% | 171 |
|
|
2023
Q2 | $5.85M | Buy |
59,947
+13,083
| +28% | +$1.2M | 0.13% | 172 |
|
|
2023
Q1 | $4.16M | Buy |
46,864
+2,391
| +5% | +$204K | 0.11% | 188 |
|
|
2022
Q4 | $3.63M | Sell |
44,473
-3,754
| -8% | -$314K | 0.09% | 222 |
|
|
2022
Q3 | $3.87M | Buy |
48,227
+555
| +1% | +$50K | 0.11% | 191 |
|
|
2022
Q2 | $3.99M | Sell |
47,672
-320
| -0.7% | -$29.3K | 0.1% | 200 |
|
|
2022
Q1 | $5.07M | Sell |
47,992
-2,134
| -4% | -$222K | 0.11% | 187 |
|
|
2021
Q4 | $5.8M | Sell |
50,126
-689
| -1% | -$76.8K | 0.13% | 168 |
|
|
2021
Q3 | $5.2M | Buy |
50,815
+868
| +2% | +$91.7K | 0.13% | 176 |
|
|
2021
Q2 | $5.04M | Buy |
49,947
+2,485
| +5% | +$239K | 0.13% | 184 |
|
|
2021
Q1 | $4.31M | Sell |
47,462
-2,577
| -5% | -$232K | 0.12% | 190 |
|
|
2020
Q4 | $4.44M | Buy |
50,039
+779
| +2% | +$65.5K | 0.13% | 175 |
|
|
2020
Q3 | $3.94M | Buy |
49,260
+2,195
| +5% | +$172K | 0.13% | 174 |
|
|
2020
Q2 | $3.38M | Sell |
47,065
-2,187
| -4% | -$145K | 0.12% | 178 |
|
|
2020
Q1 | $2.81M | Buy |
49,252
+6,858
| +16% | +$451K | 0.13% | 164 |
|
|
2019
Q4 | $2.87M | Buy |
42,394
+2,422
| +6% | +$157K | 0.11% | 194 |
|
|
2019
Q3 | $2.51M | Buy |
39,972
+5,749
| +17% | +$364K | 0.11% | 201 |
|
|
2019
Q2 | $2.15M | Buy |
34,223
+9,011
| +36% | +$554K | 0.09% | 221 |
|
|
2019
Q1 | $1.52M | Buy |
25,212
+7,513
| +42% | +$431K | 0.07% | 282 |
|
|
2018
Q4 | $933K | Sell |
17,699
-494
| -3% | -$28K | 0.05% | 343 |
|
|
2018
Q3 | $1.13M | Buy |
18,193
+4,295
| +31% | +$259K | 0.05% | 310 |
|
|
2018
Q2 | $795K | Buy |
13,898
+3,331
| +32% | +$188K | 0.04% | 421 |
|
|
2018
Q1 | $577K | Buy |
10,567
+2,625
| +33% | +$147K | 0.02% | 506 |
|
|
2017
Q4 | $427K | Buy |
7,942
+1,023
| +15% | +$53.8K | 0.02% | 564 |
|
|
2017
Q3 | $349K | Buy |
+6,919
| New | +$343K | 0.02% | 627 |
|
Other funds holding IUSG
MFG
BTI
