TA
Tiedemann 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $828K | Buy |
8,702
+2,098
| +32% | +$200K | 0.04% | 132 |
|
|
2023
Q2 | $645K | Buy |
6,604
+603
| +10% | +$58.9K | 0.03% | 143 |
|
|
2023
Q1 | $533K | Buy |
6,001
+352
| +6% | +$31.2K | 0.02% | 150 |
|
|
2022
Q4 | $461K | Hold |
5,649
| – | – | 0.02% | 161 |
|
|
2022
Q3 | $453K | Buy |
5,649
+2,422
| +75% | +$194K | 0.03% | 152 |
|
|
2022
Q2 | $270K | Buy |
+3,227
| New | +$270K | 0.02% | 191 |
|