Ulland Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $951K | Hold |
6,326
| – | – | 0.73% | 31 |
|
|
2025
Q1 | $804K | Sell |
6,326
-410
| -6% | -$52.1K | 0.67% | 31 |
|
|
2024
Q4 | $939K | Sell |
6,736
-185
| -3% | -$25.8K | 0.6% | 31 |
|
|
2024
Q3 | $913K | Buy |
6,921
+60
| +0.9% | +$7.92K | 0.67% | 31 |
|
|
2024
Q2 | $875K | Sell |
6,861
-30
| -0.4% | -$3.83K | 0.61% | 29 |
|
|
2024
Q1 | $808K | Sell |
6,891
-905
| -12% | -$106K | 0.65% | 32 |
|
|
2023
Q4 | $812K | Sell |
7,796
-5,815
| -43% | -$606K | 0.82% | 27 |
|
|
2023
Q3 | $1.29M | Sell |
13,611
-835
| -6% | -$79.2K | 1.42% | 19 |
|
|
2023
Q2 | $1.41M | Sell |
14,446
-869
| -6% | -$84.9K | 1.45% | 19 |
|
|
2023
Q1 | $1.36M | Sell |
15,315
-6,608
| -30% | -$587K | 1.6% | 17 |
|
|
2022
Q4 | $1.79M | Sell |
21,923
-5,181
| -19% | -$422K | 2.14% | 18 |
|
|
2022
Q3 | $2.17M | Sell |
27,104
-2,876
| -10% | -$231K | 2.37% | 15 |
|
|
2022
Q2 | $2.51M | Sell |
29,980
-5,082
| -14% | -$425K | 2.57% | 15 |
|
|
2022
Q1 | $3.71M | Sell |
35,062
-11,580
| -25% | -$1.22M | 2.78% | 12 |
|
|
2021
Q4 | $5.39M | Buy |
+46,642
| New | +$5.39M | 3.44% | 8 |
|