Symphony Financial’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
2025
Q3
$1.5M Sell
2025
Q2
$1.35M Buy
2025
Q1
$816K Sell
2024
Q4
$1.3M Buy
2024
Q3
$1.03M Sell
2024
Q2
$1.02M Sell
2024
Q1
$1.09M Sell
2023
Q4
$4.64M Sell
2023
Q3
$13M Buy
2023
Q2
$7.06M Buy
2023
Q1
$5.23M Sell
2022
Q4
$5.56M Buy
2022
Q3
$1.74M Sell
2022
Q2
$4.41M Sell
2022
Q1
$7.68M Buy
2021
Q4
$3.79M Buy
2021
Q3
$899K Buy
2021
Q2
$815K Sell
2021
Q1
$1.37M Sell
2020
Q4
$1.35M Sell
2020
Q3
$3.12M Sell
2020
Q2
$3.04M Sell
2020
Q1
$2.57M Buy