United Capital Financial 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 | $11.7M | Sell |
78,076
-1,352
| -2% | -$203K | 0.09% | 165 |
|
|
2025
Q1 | $10.1M | Sell |
79,428
-10,356
| -12% | -$1.32M | 0.09% | 175 |
|
|
2024
Q4 | $12.5M | Sell |
89,784
-3,530
| -4% | -$492K | 0.11% | 152 |
|
|
2024
Q3 | $12.3M | Sell |
93,314
-3,040
| -3% | -$401K | 0.1% | 161 |
|
|
2024
Q2 | $12.3M | Sell |
96,354
-5,942
| -6% | -$757K | 0.11% | 160 |
|
|
2024
Q1 | $12M | Sell |
102,296
-10,338
| -9% | -$1.21M | 0.1% | 166 |
|
|
2023
Q4 | $11.7M | Sell |
112,634
-62,053
| -36% | -$6.46M | 0.1% | 171 |
|
|
2023
Q3 | $16.6M | Sell |
174,687
-7,908
| -4% | -$750K | 0.11% | 172 |
|
|
2023
Q2 | $17.8M | Sell |
182,595
-15,429
| -8% | -$1.51M | 0.1% | 176 |
|
|
2023
Q1 | $17.6M | Sell |
198,024
-13,613
| -6% | -$1.21M | 0.1% | 182 |
|
|
2022
Q4 | $17.3M | Sell |
211,637
-14,319
| -6% | -$1.17M | 0.1% | 184 |
|
|
2022
Q3 | $18.1M | Sell |
225,956
-10,312
| -4% | -$827K | 0.11% | 176 |
|
|
2022
Q2 | $19.8M | Sell |
236,268
-18,760
| -7% | -$1.57M | 0.11% | 178 |
|
|
2022
Q1 | $26.9M | Sell |
255,028
-15,763
| -6% | -$1.67M | 0.13% | 157 |
|
|
2021
Q4 | $31.3M | Sell |
270,791
-13,316
| -5% | -$1.54M | 0.14% | 147 |
|
|
2021
Q3 | $29.1M | Sell |
284,107
-19,212
| -6% | -$1.97M | 0.15% | 144 |
|
|
2021
Q2 | $30.6M | Sell |
303,319
-9,654
| -3% | -$975K | 0.15% | 140 |
|
|
2021
Q1 | $28.4M | Buy |
312,973
+1,177
| +0.4% | +$107K | 0.16% | 140 |
|
|
2020
Q4 | $27.7M | Sell |
311,796
-10,514
| -3% | -$932K | 0.17% | 134 |
|
|
2020
Q3 | $25.8M | Buy |
322,310
+4,468
| +1% | +$357K | 0.17% | 141 |
|
|
2020
Q2 | $22.8M | Buy |
317,842
+25,765
| +9% | +$1.85M | 0.17% | 137 |
|
|
2020
Q1 | $16.7M | Buy |
292,077
+18,191
| +7% | +$1.04M | 0.14% | 162 |
|
|
2019
Q4 | $18.5M | Buy |
273,886
+28,422
| +12% | +$1.92M | 0.12% | 210 |
|
|
2019
Q3 | $15.4M | Buy |
245,464
+45,550
| +23% | +$2.86M | 0.11% | 228 |
|
|
2019
Q2 | $12.5M | Buy |
199,914
+71,114
| +55% | +$4.46M | 0.08% | 252 |
|
|
2019
Q1 | $7.77M | Buy |
128,800
+102,739
| +394% | +$6.2M | 0.05% | 327 |
|
|
2018
Q4 | $1.37M | Buy |
+26,061
| New | +$1.37M | 0.01% | 639 |
|