Ullmann Wealth Partners Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.16M | Buy |
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|
2025
Q2 | $1.06M | Buy |
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|
2025
Q1 | $893K | Sell |
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|
2024
Q4 | $1.53M | Buy |
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|
2024
Q3 | $1.44M | Buy |
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|
2024
Q2 | $1.39M | Buy |
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|
2024
Q1 | $795K | Buy |
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|
2023
Q4 | $706K | Buy |
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|
2023
Q3 | $508K | Hold |
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|
2023
Q2 | $523K | Sell |
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|
2023
Q1 | $726K | Buy |
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|
2022
Q4 | $666K | Buy |
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|
2022
Q3 | $654K | Buy |
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|
2022
Q2 | $682K | Sell |
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|
2022
Q1 | $1.01M | Buy |
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|
2021
Q4 | $1.11M | Buy |
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|
2021
Q3 | $834K | Buy |
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|
2021
Q2 | $822K | Buy |
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|
2021
Q1 | $739K | Sell |
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|
2020
Q4 | $858K | Buy |
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|
2020
Q3 | $773K | Buy |
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|
2020
Q2 | $695K | Buy |
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|
2020
Q1 | $551K | Buy |
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|
2019
Q4 | $654K | Buy |
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|
2019
Q3 | $607K | Buy |
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|
2019
Q2 | $605K | Buy |
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|
2019
Q1 | $583K | Sell |
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|
2018
Q4 | $764K | Sell |
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|
2018
Q3 | $909K | Hold |
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|
2018
Q2 | $837K | Sell |
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|
2018
Q1 | $796K | Sell |
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|
2017
Q4 | $881K | Sell |
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|
2017
Q3 | $964K | Buy |
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|
2017
Q2 | $790K | Buy |
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|
2017
Q1 | $707K | Sell |
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|
2016
Q4 | $788K | Buy |
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