Valeo 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 | $554K | Buy |
3,686
+105
| +3% | +$15.8K | 0.01% | 424 |
|
|
2025
Q1 | $455K | Buy |
3,581
+165
| +5% | +$21K | 0.01% | 433 |
|
|
2024
Q4 | $476K | Hold |
3,416
| – | – | 0.01% | 414 |
|
|
2024
Q3 | $451K | Sell |
3,416
-95
| -3% | -$12.5K | 0.01% | 431 |
|
|
2024
Q2 | $448K | Sell |
3,511
-102
| -3% | -$13K | 0.01% | 422 |
|
|
2024
Q1 | $408K | Buy |
3,613
+85
| +2% | +$9.59K | 0.01% | 429 |
|
|
2023
Q4 | $367K | Sell |
3,528
-10,013
| -74% | -$1.04M | 0.01% | 431 |
|
|
2023
Q3 | $1.28M | Buy |
+13,541
| New | +$1.28M | 0.06% | 172 |
|
|
2020
Q2 | – | Sell |
-25,216
| Closed | -$25K | – | 2011 |
|
|
2020
Q1 | $25K | Sell |
25,216
-26
| -0.1% | -$26 | ﹤0.01% | 804 |
|
|
2019
Q4 | $27K | Buy |
25,242
+449
| +2% | +$480 | ﹤0.01% | 835 |
|
|
2019
Q3 | $26K | Buy |
+24,793
| New | +$26K | ﹤0.01% | 770 |
|