Total Clarity Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-428
| Closed | -$36K | – | 601 |
|
|
2022
Q2 | $36K | Buy |
+428
| New | +$36K | 0.02% | 456 |
|
|
2022
Q1 | – | Sell |
-548
| Closed | -$63K | – | 558 |
|
|
2021
Q4 | $63K | Sell |
548
-414
| -43% | -$47.6K | 0.03% | 366 |
|
|
2021
Q3 | $99K | Buy |
+962
| New | +$99K | 0.05% | 305 |
|
|
2021
Q2 | – | Sell |
-1,033
| Closed | -$94K | – | 457 |
|
|
2021
Q1 | $94K | Buy |
+1,033
| New | +$94K | 0.05% | 251 |
|
|
2020
Q1 | – | Sell |
-34,617
| Closed | -$2.34M | – | 353 |
|
|
2019
Q4 | $2.34M | Buy |
+34,617
| New | +$2.34M | 1.76% | 11 |
|