Triad Financial Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$236K Sell
2022
Q4
$374K Sell
2022
Q3
$387K Hold
2022
Q2
$404K Sell
2022
Q1
$530K Sell
2021
Q4
$610K Buy