TPWM
Twelve Points Wealth Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Sell |
7,786
-4,375
| -36% | -$658K | 0.32% | 80 |
|
|
2025
Q1 | $1.55M | Buy |
12,161
+1,903
| +19% | +$242K | 0.42% | 59 |
|
|
2024
Q4 | $1.43M | Buy |
10,258
+4,631
| +82% | +$645K | 0.41% | 57 |
|
|
2024
Q3 | $742K | Buy |
5,627
+865
| +18% | +$114K | 0.23% | 94 |
|
|
2024
Q2 | $607K | Buy |
4,762
+1,995
| +72% | +$254K | 0.21% | 104 |
|
|
2024
Q1 | $324K | Buy |
2,767
+582
| +27% | +$68.2K | 0.12% | 137 |
|
|
2023
Q4 | $227K | Buy |
+2,185
| New | +$227K | 0.11% | 151 |
|