US 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-6,432
| Closed | -$584K | – | 102 |
|
|
2021
Q1 | $584K | Buy |
6,432
+3,802
| +145% | +$345K | 0.16% | 73 |
|
|
2020
Q4 | $233K | Buy |
+2,630
| New | +$233K | 0.07% | 115 |
|
|
2016
Q2 | – | Sell |
-426
| Closed | -$17K | – | 205 |
|
|
2016
Q1 | $17K | Sell |
426
-696
| -62% | -$27.8K | 0.03% | 173 |
|
|
2015
Q4 | $46K | Hold |
1,122
| – | – | 0.04% | 149 |
|
|
2015
Q3 | $43K | Buy |
1,122
+200
| +22% | +$7.67K | 0.07% | 121 |
|
|
2015
Q2 | $37K | Hold |
922
| – | – | 0.03% | 128 |
|
|
2015
Q1 | $37K | Hold |
922
| – | – | 0.03% | 136 |
|
|
2014
Q4 | $36K | Buy |
+922
| New | +$36K | 0.03% | 131 |
|