The Family Firm’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 | $1.98M | Buy |
13,193
+9
| +0.1% | +$1.35K | 0.48% | 54 |
|
|
2025
Q1 | $1.68M | Buy |
13,184
+9
| +0.1% | +$1.14K | 0.37% | 56 |
|
|
2024
Q4 | $1.84M | Buy |
13,175
+10
| +0.1% | +$1.39K | 0.41% | 52 |
|
|
2024
Q3 | $1.74M | Sell |
13,165
-149
| -1% | -$19.7K | 0.38% | 54 |
|
|
2024
Q2 | $1.7M | Sell |
13,314
-1,075
| -7% | -$137K | 0.38% | 50 |
|
|
2024
Q1 | $1.69M | Sell |
14,389
-37
| -0.3% | -$4.34K | 0.41% | 51 |
|
|
2023
Q4 | $1.5M | Sell |
14,426
-2,367
| -14% | -$246K | 0.39% | 54 |
|
|
2023
Q3 | $1.59M | Sell |
16,793
-842
| -5% | -$79.8K | 0.45% | 50 |
|
|
2023
Q2 | $1.72M | Buy |
17,635
+23
| +0.1% | +$2.25K | 0.46% | 48 |
|
|
2023
Q1 | $1.56M | Buy |
17,612
+390
| +2% | +$34.6K | 0.43% | 49 |
|
|
2022
Q4 | $1.4M | Buy |
17,222
+3,634
| +27% | +$296K | 0.41% | 53 |
|
|
2022
Q3 | $1.09M | Hold |
13,588
| – | – | 0.35% | 59 |
|
|
2022
Q2 | $1.14M | Buy |
13,588
+12
| +0.1% | +$1K | 0.34% | 60 |
|
|
2022
Q1 | $1.43M | Buy |
13,576
+219
| +2% | +$23.1K | 0.38% | 57 |
|
|
2021
Q4 | $1.55M | Buy |
13,357
+9
| +0.1% | +$1.04K | 0.4% | 50 |
|
|
2021
Q3 | $1.44M | Buy |
13,348
+10
| +0.1% | +$1.08K | 0.38% | 55 |
|
|
2021
Q2 | $1.35M | Sell |
13,338
-407
| -3% | -$41.1K | 0.37% | 57 |
|
|
2021
Q1 | $1.25M | Hold |
13,745
| – | – | 0.36% | 56 |
|
|
2020
Q4 | $1.21M | Buy |
13,745
+574
| +4% | +$50.4K | 0.36% | 56 |
|
|
2020
Q3 | $1.05M | Sell |
13,171
-595
| -4% | -$47.6K | 0.38% | 53 |
|
|
2020
Q2 | $989K | Sell |
13,766
-541
| -4% | -$38.9K | 0.37% | 55 |
|
|
2020
Q1 | $817K | Hold |
14,307
| – | – | 0.35% | 56 |
|
|
2019
Q4 | $968K | Buy |
14,307
+24
| +0.2% | +$1.62K | 0.33% | 57 |
|
|
2019
Q3 | $898K | Hold |
14,283
| – | – | 0.32% | 59 |
|
|
2019
Q2 | $895K | Buy |
14,283
+13
| +0.1% | +$815 | 0.32% | 60 |
|
|
2019
Q1 | $861K | Buy |
14,270
+10
| +0.1% | +$603 | 0.31% | 56 |
|
|
2018
Q4 | $752K | Buy |
14,260
+20
| +0.1% | +$1.06K | 0.3% | 56 |
|
|
2018
Q3 | $885K | Buy |
14,240
+9
| +0.1% | +$559 | 0.32% | 57 |
|
|
2018
Q2 | $814K | Hold |
14,231
| – | – | 0.31% | 56 |
|
|
2018
Q1 | $777K | Sell |
14,231
-344
| -2% | -$18.8K | 0.3% | 57 |
|
|
2017
Q4 | $784K | Buy |
14,575
+22
| +0.2% | +$1.18K | 0.31% | 56 |
|
|
2017
Q3 | $735K | Sell |
14,553
-302
| -2% | -$15.3K | 0.31% | 58 |
|
|
2017
Q2 | $716K | Hold |
14,855
| – | – | 0.32% | 57 |
|
|
2017
Q1 | $689K | Buy |
14,855
+8
| +0.1% | +$371 | 0.33% | 53 |
|
|
2016
Q4 | $637K | Sell |
14,847
-687
| -4% | -$29.5K | 0.3% | 55 |
|
|
2016
Q3 | $661K | Buy |
15,534
+10
| +0.1% | +$426 | 0.31% | 54 |
|
|
2016
Q2 | $634K | Hold |
15,524
| – | – | 0.31% | 52 |
|
|
2016
Q1 | $630K | Sell |
15,524
-128
| -0.8% | -$5.2K | 0.32% | 54 |
|
|
2015
Q4 | $635K | Buy |
15,652
+8
| +0.1% | +$325 | 0.34% | 53 |
|
|
2015
Q3 | $594K | Sell |
15,644
-96
| -0.6% | -$3.65K | 0.32% | 54 |
|
|
2015
Q2 | $640K | Buy |
15,740
+12
| +0.1% | +$488 | 0.33% | 51 |
|
|
2015
Q1 | $639K | Sell |
15,728
-1,530
| -9% | -$62.2K | 0.33% | 47 |
|
|
2014
Q4 | $676K | Buy |
+17,258
| New | +$676K | 0.35% | 47 |
|