TCWP’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,089
| Closed | -$408K | – | 276 |
|
|
2022
Q3 | $408K | Sell |
5,089
-3,580
| -41% | -$287K | 0.09% | 163 |
|
|
2022
Q2 | $725K | Sell |
8,669
-5,220
| -38% | -$437K | 0.15% | 111 |
|
|
2022
Q1 | $1.47M | Sell |
13,889
-5,754
| -29% | -$608K | 0.27% | 88 |
|
|
2021
Q4 | $2.27M | Buy |
+19,643
| New | +$2.27M | 0.45% | 68 |
|