Tilia Fiduciary Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-208
| Closed | -$20.3K | – | 272 |
|
|
2023
Q2 | $20.3K | Hold |
208
| – | – | 0.02% | 293 |
|
|
2023
Q1 | $18.5K | Hold |
208
| – | – | 0.02% | 308 |
|
|
2022
Q4 | $17K | Hold |
208
| – | – | 0.02% | 311 |
|
|
2022
Q3 | $17K | Hold |
208
| – | – | 0.02% | 304 |
|
|
2022
Q2 | $18K | Hold |
208
| – | – | 0.02% | 313 |
|
|
2022
Q1 | $22K | Buy |
+208
| New | +$22K | 0.02% | 302 |
|