Symphony Financial’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 | $1.35M | Buy |
9,335
+2,476
| +36% | +$358K | 0.18% | 101 |
|
|
2025
Q1 | $816K | Sell |
6,859
-2,068
| -23% | -$246K | 0.48% | 43 |
|
|
2024
Q4 | $1.3M | Buy |
8,927
+1,019
| +13% | +$148K | 0.2% | 89 |
|
|
2024
Q3 | $1.03M | Sell |
7,908
-68
| -0.9% | -$8.86K | 0.17% | 96 |
|
|
2024
Q2 | $1.02M | Sell |
7,976
-1,282
| -14% | -$165K | 0.19% | 91 |
|
|
2024
Q1 | $1.09M | Sell |
9,258
-35,629
| -79% | -$4.18M | 0.25% | 76 |
|
|
2023
Q4 | $4.64M | Sell |
44,887
-91,281
| -67% | -$9.43M | 1% | 28 |
|
|
2023
Q3 | $13M | Buy |
136,168
+63,220
| +87% | +$6.02M | 3.18% | 8 |
|
|
2023
Q2 | $7.06M | Buy |
72,948
+13,972
| +24% | +$1.35M | 1.73% | 17 |
|
|
2023
Q1 | $5.23M | Sell |
58,976
-7,477
| -11% | -$663K | 1.35% | 20 |
|
|
2022
Q4 | $5.56M | Buy |
66,453
+44,786
| +207% | +$3.75M | 1.47% | 18 |
|
|
2022
Q3 | $1.74M | Sell |
21,667
-30,007
| -58% | -$2.42M | 0.57% | 46 |
|
|
2022
Q2 | $4.41M | Sell |
51,674
-29,869
| -37% | -$2.55M | 1.3% | 20 |
|
|
2022
Q1 | $7.68M | Buy |
81,543
+48,799
| +149% | +$4.6M | 1.8% | 14 |
|
|
2021
Q4 | $3.79M | Buy |
32,744
+24,041
| +276% | +$2.78M | 1.05% | 22 |
|
|
2021
Q3 | $899K | Buy |
8,703
+620
| +8% | +$64K | 0.31% | 56 |
|
|
2021
Q2 | $815K | Sell |
8,083
-4,447
| -35% | -$448K | 0.28% | 64 |
|
|
2021
Q1 | $1.37M | Sell |
12,530
-2,908
| -19% | -$317K | 0.36% | 52 |
|
|
2020
Q4 | $1.35M | Sell |
15,438
-23,538
| -60% | -$2.06M | 0.48% | 42 |
|
|
2020
Q3 | $3.12M | Sell |
38,976
-3,304
| -8% | -$264K | 1.27% | 17 |
|
|
2020
Q2 | $3.04M | Sell |
42,280
-2,087
| -5% | -$150K | 1.47% | 17 |
|
|
2020
Q1 | $2.57M | Buy |
+44,367
| New | +$2.57M | 1.77% | 11 |
|