The Family Firm’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
Q2 | $1.98M | Buy |
|
|||||
|
2025
Q1 | $1.68M | Buy |
|
|||||
|
2024
Q4 | $1.84M | Buy |
|
|||||
|
2024
Q3 | $1.74M | Sell |
|
|||||
|
2024
Q2 | $1.7M | Sell |
|
|||||
|
2024
Q1 | $1.69M | Sell |
|
|||||
|
2023
Q4 | $1.5M | Sell |
|
|||||
|
2023
Q3 | $1.59M | Sell |
|
|||||
|
2023
Q2 | $1.72M | Buy |
|
|||||
|
2023
Q1 | $1.56M | Buy |
|
|||||
|
2022
Q4 | $1.4M | Buy |
|
|||||
|
2022
Q3 | $1.09M | Hold |
|
|||||
|
2022
Q2 | $1.14M | Buy |
|
|||||
|
2022
Q1 | $1.43M | Buy |
|
|||||
|
2021
Q4 | $1.54M | Buy |
|
|||||
|
2021
Q3 | $1.44M | Buy |
|
|||||
|
2021
Q2 | $1.35M | Sell |
|
|||||
|
2021
Q1 | $1.25M | Hold |
|
|||||
|
2020
Q4 | $1.21M | Buy |
|
|||||
|
2020
Q3 | $1.05M | Sell |
|
|||||
|
2020
Q2 | $989K | Sell |
|
|||||
|
2020
Q1 | $817K | Hold |
|
|||||
|
2019
Q4 | $968K | Buy |
|
|||||
|
2019
Q3 | $898K | Hold |
|
|||||
|
2019
Q2 | $895K | Buy |
|
|||||
|
2019
Q1 | $861K | Buy |
|
|||||
|
2018
Q4 | $752K | Buy |
|
|||||
|
2018
Q3 | $885K | Buy |
|
|||||
|
2018
Q2 | $814K | Hold |
|
|||||
|
2018
Q1 | $777K | Sell |
|
|||||
|
2017
Q4 | $784K | Buy |
|
|||||
|
2017
Q3 | $735K | Sell |
|
|||||
|
2017
Q2 | $716K | Hold |
|
|||||
|
2017
Q1 | $689K | Buy |
|
|||||
|
2016
Q4 | $637K | Sell |
|
|||||
|
2016
Q3 | $661K | Buy |
|
|||||
|
2016
Q2 | $634K | Hold |
|
|||||
|
2016
Q1 | $630K | Sell |
|
|||||
|
2015
Q4 | $635K | Buy |
|
|||||
|
2015
Q3 | $594K | Sell |
|
|||||
|
2015
Q2 | $640K | Buy |
|
|||||
|
2015
Q1 | $639K | Sell |
|
|||||
|
2014
Q4 | $676K | Buy |
|