Valeo Financial Advisors’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
Q2 | $554K | Buy |
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2025
Q1 | $455K | Buy |
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|
2024
Q4 | $476K | Hold |
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|
2024
Q3 | $451K | Sell |
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|
2024
Q2 | $448K | Sell |
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|
2024
Q1 | $408K | Buy |
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|
2023
Q4 | $367K | Sell |
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|
2023
Q3 | $1.28M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $25K | Sell |
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|
2019
Q4 | $27K | Buy |
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|
2019
Q3 | $26K | Buy |
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