Tanglewood Legacy 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 | $47.2M | Sell |
313,990
-1,013
| -0.3% | -$152K | 19.37% | 2 |
|
|
2025
Q1 | $40M | Sell |
315,003
-16,599
| -5% | -$2.11M | 17.54% | 2 |
|
|
2024
Q4 | $46.2M | Sell |
331,602
-198
| -0.1% | -$27.6K | 19.75% | 2 |
|
|
2024
Q3 | $43.8M | Sell |
331,800
-72
| -0% | -$9.5K | 19.44% | 2 |
|
|
2024
Q2 | $42.3M | Buy |
331,872
+18,162
| +6% | +$2.32M | 19.99% | 2 |
|
|
2024
Q1 | $36.8M | Buy |
313,710
+7,468
| +2% | +$875K | 18.11% | 2 |
|
|
2023
Q4 | $31.9M | Buy |
306,242
+13,785
| +5% | +$1.44M | 17.42% | 2 |
|
|
2023
Q3 | $27.7M | Buy |
292,457
+634
| +0.2% | +$60.1K | 16.63% | 2 |
|
|
2023
Q2 | $28.5M | Buy |
291,823
+3,037
| +1% | +$297K | 16.48% | 2 |
|
|
2023
Q1 | $25.6M | Buy |
288,786
+1,875
| +0.7% | +$166K | 16.35% | 2 |
|
|
2022
Q4 | $23.4M | Buy |
+286,911
| New | +$23.4M | 16.62% | 2 |
|