Tortoise Investment Management’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 | $216K | Hold |
1,438
| – | – | 0.02% | 214 |
|
2025
Q1 | $183K | Hold |
1,438
| – | – | 0.02% | 224 |
|
2024
Q4 | $200K | Hold |
1,438
| – | – | 0.02% | 218 |
|
2024
Q3 | $190K | Hold |
1,438
| – | – | 0.02% | 233 |
|
2024
Q2 | $183K | Hold |
1,438
| – | – | 0.02% | 222 |
|
2024
Q1 | $169K | Buy |
1,438
+767
| +114% | +$89.9K | 0.02% | 240 |
|
2023
Q4 | $69.9K | Hold |
671
| – | – | 0.01% | 317 |
|
2023
Q3 | $63.6K | Hold |
671
| – | – | 0.01% | 316 |
|
2023
Q2 | $65.5K | Sell |
671
-26
| -4% | -$2.54K | 0.01% | 323 |
|
2023
Q1 | $61.9K | Buy |
697
+26
| +4% | +$2.31K | 0.01% | 313 |
|
2022
Q4 | $54.7K | Buy |
+671
| New | +$54.7K | 0.01% | 320 |
|