Summit Trail Advisors’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 | $231K | Buy |
+1,533
| New | +$231K | ﹤0.01% | 1016 |
|
|
2024
Q4 | – | Sell |
-1,584
| Closed | -$209K | – | 568 |
|
|
2024
Q3 | $209K | Hold |
1,584
| – | – | 0.01% | 664 |
|
|
2024
Q2 | $202K | Buy |
+1,584
| New | +$202K | 0.01% | 597 |
|
|
2018
Q1 | – | Sell |
-5,166
| Closed | -$278K | – | 1055 |
|
|
2017
Q4 | $278K | Buy |
+5,166
| New | +$278K | 0.04% | 339 |
|