Sweeney & Michel’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 | $1.41M | Buy |
9,308
+63
| +0.7% | +$9.53K | 0.5% | 37 |
|
2025
Q1 | $1.05M | Buy |
+9,245
| New | +$1.05M | 0.46% | 38 |
|
2024
Q3 | $1.43M | Buy |
10,660
+21
| +0.2% | +$2.82K | 0.56% | 34 |
|
2024
Q2 | $1.41M | Buy |
10,639
+12
| +0.1% | +$1.59K | 0.6% | 29 |
|
2024
Q1 | $1.26M | Buy |
+10,627
| New | +$1.26M | 0.56% | 33 |
|
2023
Q3 | $565K | Buy |
5,830
+22
| +0.4% | +$2.13K | 0.3% | 58 |
|
2023
Q2 | $571K | Sell |
5,808
-28
| -0.5% | -$2.75K | 0.29% | 57 |
|
2023
Q1 | $549K | Buy |
+5,836
| New | +$549K | 0.29% | 56 |
|