TriaGen 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.59M | Sell |
17,208
-81
| -0.5% | -$12.2K | 0.78% | 28 |
|
|
2025
Q1 | $2.2M | Sell |
17,289
-988
| -5% | -$126K | 0.77% | 32 |
|
|
2024
Q4 | $2.55M | Sell |
18,277
-19
| -0.1% | -$2.65K | 0.86% | 24 |
|
|
2024
Q3 | $2.41M | Sell |
18,296
-30
| -0.2% | -$3.96K | 0.81% | 28 |
|
|
2024
Q2 | $2.34M | Sell |
18,326
-568
| -3% | -$72.4K | 0.9% | 32 |
|
|
2024
Q1 | $2.21M | Sell |
18,894
-488
| -3% | -$57.2K | 0.92% | 29 |
|
|
2023
Q4 | $2.02M | Buy |
19,382
+286
| +1% | +$29.8K | 0.96% | 34 |
|
|
2023
Q3 | $1.81M | Sell |
19,096
-60
| -0.3% | -$5.69K | 0.92% | 37 |
|
|
2023
Q2 | $1.87M | Hold |
19,156
| – | – | 0.86% | 34 |
|
|
2023
Q1 | $1.7M | Sell |
19,156
-386
| -2% | -$34.3K | 0.85% | 38 |
|
|
2022
Q4 | $1.59M | Buy |
19,542
+213
| +1% | +$17.4K | 0.88% | 34 |
|
|
2022
Q3 | $1.55M | Sell |
19,329
-153
| -0.8% | -$12.3K | 0.86% | 36 |
|
|
2022
Q2 | $1.63M | Hold |
19,482
| – | – | 1.16% | 25 |
|
|
2022
Q1 | $2.06M | Sell |
19,482
-37
| -0.2% | -$3.91K | 1.07% | 23 |
|
|
2021
Q4 | $2.26M | Sell |
19,519
-210
| -1% | -$24.3K | 1.11% | 21 |
|
|
2021
Q3 | $2.02M | Hold |
19,729
| – | – | 1.1% | 21 |
|
|
2021
Q2 | $2.06M | Sell |
19,729
-309
| -2% | -$32.3K | 1.06% | 22 |
|
|
2021
Q1 | $1.82M | Sell |
20,038
-222
| -1% | -$20.2K | 1.05% | 33 |
|
|
2020
Q4 | $1.8M | Buy |
+20,260
| New | +$1.8M | 1.05% | 31 |
|