Talisman Wealth Advisors’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 | $1.31M | Buy |
8,742
+17
| +0.2% | +$2.56K | 1.2% | 22 |
|
|
2025
Q1 | $1.11M | Buy |
8,725
+222
| +3% | +$28.2K | 1.14% | 23 |
|
|
2024
Q4 | $1.18M | Sell |
8,503
-410
| -5% | -$57.1K | 1.26% | 21 |
|
|
2024
Q3 | $1.17M | Buy |
8,913
+178
| +2% | +$23.4K | 1.23% | 23 |
|
|
2024
Q2 | $1.11M | Buy |
8,735
+83
| +1% | +$10.6K | 1.29% | 21 |
|
|
2024
Q1 | $1.01M | Sell |
8,652
-189
| -2% | -$22.2K | 1.27% | 21 |
|
|
2023
Q4 | $920K | Sell |
8,841
-1,088
| -11% | -$113K | 1.37% | 21 |
|
|
2023
Q3 | $942K | Buy |
9,929
+124
| +1% | +$11.8K | 1.63% | 18 |
|
|
2023
Q2 | $957K | Buy |
9,805
+205
| +2% | +$20K | 1.63% | 19 |
|
|
2023
Q1 | $852K | Buy |
9,600
+16
| +0.2% | +$1.42K | 1.54% | 18 |
|
|
2022
Q4 | $781K | Buy |
+9,584
| New | +$781K | 1.66% | 20 |
|