Sunbelt Securities’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 | $1.06M | Sell |
7,637
-876
| -10% | -$122K | 0.09% | 196 |
|
|
2025
Q1 | $1.08M | Buy |
8,513
+876
| +11% | +$111K | 0.1% | 182 |
|
|
2024
Q4 | $1.07M | Buy |
7,637
+320
| +4% | +$45K | 0.09% | 194 |
|
|
2024
Q3 | $965K | Buy |
7,317
+1,698
| +30% | +$224K | 0.09% | 211 |
|
|
2024
Q2 | $716K | Buy |
5,619
+260
| +5% | +$33.1K | 0.07% | 244 |
|
|
2024
Q1 | $628K | Buy |
5,359
+415
| +8% | +$48.6K | 0.07% | 269 |
|
|
2023
Q4 | $515K | Sell |
4,944
-500
| -9% | -$52.1K | 0.06% | 296 |
|
|
2023
Q3 | $516K | Buy |
5,444
+919
| +20% | +$87.1K | 0.07% | 281 |
|
|
2023
Q2 | $442K | Buy |
4,525
+235
| +5% | +$22.9K | 0.06% | 303 |
|
|
2023
Q1 | $376K | Sell |
4,290
-1,075
| -20% | -$94.1K | 0.06% | 312 |
|
|
2022
Q4 | $437K | Buy |
5,365
+2,613
| +95% | +$213K | 0.09% | 271 |
|
|
2022
Q3 | $221K | Sell |
2,752
-3,351
| -55% | -$269K | 0.05% | 388 |
|
|
2022
Q2 | $511K | Buy |
+6,103
| New | +$511K | 0.11% | 237 |
|
|
2020
Q1 | – | Sell |
-3,038
| Closed | -$205K | – | 510 |
|
|
2019
Q4 | $205K | Sell |
3,038
-1,098
| -27% | -$74.1K | 0.02% | 535 |
|
|
2019
Q3 | $260K | Buy |
+4,136
| New | +$260K | 0.03% | 455 |
|