TL Private Wealth’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 | $1.06M | Buy |
7,009
+10
| +0.1% | +$1.51K | 0.44% | 14 |
|
|
2025
Q1 | $796K | Buy |
6,999
+13
| +0.2% | +$1.48K | 0.39% | 15 |
|
|
2024
Q4 | $987K | Buy |
6,986
+7
| +0.1% | +$989 | 0.44% | 14 |
|
|
2024
Q3 | $910K | Buy |
6,979
+14
| +0.2% | +$1.83K | 0.41% | 16 |
|
|
2024
Q2 | $922K | Buy |
6,965
+8
| +0.1% | +$1.06K | 0.42% | 14 |
|
|
2024
Q1 | $813K | Sell |
6,957
-4,765
| -41% | -$557K | 0.4% | 17 |
|
|
2023
Q4 | $1.22M | Buy |
11,722
+66
| +0.6% | +$6.87K | 0.63% | 11 |
|
|
2023
Q3 | $1.13M | Buy |
11,656
+451
| +4% | +$43.5K | 0.64% | 11 |
|
|
2023
Q2 | $1.08M | Buy |
11,205
+14
| +0.1% | +$1.35K | 0.6% | 11 |
|
|
2023
Q1 | $993K | Buy |
11,191
+21
| +0.2% | +$1.86K | 0.56% | 13 |
|
|
2022
Q4 | $911K | Buy |
11,170
+19
| +0.2% | +$1.55K | 0.53% | 17 |
|
|
2022
Q3 | $896K | Buy |
11,151
+944
| +9% | +$75.9K | 0.56% | 15 |
|
|
2022
Q2 | $869K | Buy |
10,207
+292
| +3% | +$24.9K | 0.51% | 17 |
|
|
2022
Q1 | $985K | Buy |
9,915
+459
| +5% | +$45.6K | 0.52% | 16 |
|
|
2021
Q4 | $949K | Sell |
9,456
-9
| -0.1% | -$903 | 0.54% | 16 |
|
|
2021
Q3 | $1.04M | Sell |
9,465
-193
| -2% | -$21.1K | 0.57% | 15 |
|
|
2021
Q2 | $975K | Buy |
9,658
+1,560
| +19% | +$157K | 0.57% | 16 |
|
|
2021
Q1 | $776K | Sell |
8,098
-200
| -2% | -$19.2K | 0.48% | 17 |
|
|
2020
Q4 | $755K | Buy |
8,298
+916
| +12% | +$83.3K | 0.48% | 17 |
|
|
2020
Q3 | $623K | Buy |
7,382
+211
| +3% | +$17.8K | 0.44% | 16 |
|
|
2020
Q2 | $542K | Sell |
7,171
-765
| -10% | -$57.8K | 0.43% | 17 |
|
|
2020
Q1 | $514K | Sell |
7,936
-2,948
| -27% | -$191K | 0.47% | 16 |
|
|
2019
Q4 | $786K | Buy |
+10,884
| New | +$786K | 0.68% | 15 |
|