TBWA
Three Bridge Wealth Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $615K | Buy |
4,088
+2
| +0% | +$301 | 0.16% | 60 |
|
|
2025
Q1 | $519K | Buy |
4,086
+1
| +0% | +$127 | 0.18% | 56 |
|
|
2024
Q4 | $569K | Buy |
4,085
+2
| +0% | +$279 | 0.2% | 54 |
|
|
2024
Q3 | $539K | Buy |
4,083
+2
| +0% | +$264 | 0.2% | 54 |
|
|
2024
Q2 | $520K | Buy |
4,081
+1
| +0% | +$127 | 0.21% | 57 |
|
|
2024
Q1 | $478K | Hold |
4,080
| – | – | 0.19% | 64 |
|
|
2023
Q4 | $425K | Sell |
4,080
-154
| -4% | -$16K | 0.15% | 63 |
|
|
2023
Q3 | $403K | Buy |
4,234
+154
| +4% | +$14.7K | 0.17% | 63 |
|
|
2023
Q2 | $398K | Buy |
+4,080
| New | +$398K | 0.17% | 64 |
|