Summit Wealth Partners’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 | $1.05M | Buy |
6,959
+1,750
| +34% | +$263K | 0.2% | 77 |
|
|
2025
Q1 | $662K | Buy |
5,209
+2,008
| +63% | +$255K | 0.13% | 107 |
|
|
2024
Q4 | $446K | Sell |
3,201
-4
| -0.1% | -$557 | 0.09% | 130 |
|
|
2024
Q3 | $423K | Hold |
3,205
| – | – | 0.08% | 156 |
|
|
2024
Q2 | $409K | Hold |
3,205
| – | – | 0.08% | 150 |
|
|
2024
Q1 | $376K | Sell |
3,205
-75
| -2% | -$8.79K | 0.08% | 150 |
|
|
2023
Q4 | $341K | Buy |
3,280
+99
| +3% | +$10.3K | 0.08% | 148 |
|
|
2023
Q3 | $302K | Buy |
+3,181
| New | +$302K | 0.08% | 141 |
|