Triad Financial Advisors’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
Q2 | – | Sell |
-2,661
| Closed | -$236K | – | 99 |
|
|
2023
Q1 | $236K | Sell |
2,661
-1,930
| -42% | -$171K | 0.1% | 90 |
|
|
2022
Q4 | $374K | Sell |
4,591
-235
| -5% | -$19.2K | 0.17% | 68 |
|
|
2022
Q3 | $387K | Hold |
4,826
| – | – | 0.21% | 52 |
|
|
2022
Q2 | $404K | Sell |
4,826
-192
| -4% | -$16.1K | 0.22% | 53 |
|
|
2022
Q1 | $530K | Sell |
5,018
-255
| -5% | -$26.9K | 0.28% | 45 |
|
|
2021
Q4 | $610K | Buy |
+5,273
| New | +$610K | 0.36% | 41 |
|