Valley Forge Investment Consultants’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 | $1.42M | Sell |
9,474
-387
| -4% | -$58.2K | 0.46% | 24 |
|
|
2025
Q1 | $1.25M | Sell |
9,861
-380
| -4% | -$48.3K | 0.45% | 23 |
|
|
2024
Q4 | $1.43M | Sell |
10,241
-74
| -0.7% | -$10.3K | 0.49% | 24 |
|
|
2024
Q3 | $1.36M | Sell |
10,315
-1,570
| -13% | -$207K | 0.47% | 23 |
|
|
2024
Q2 | $1.52M | Buy |
11,885
+6
| +0.1% | +$765 | 0.57% | 21 |
|
|
2024
Q1 | $1.39M | Sell |
11,879
-444
| -4% | -$52K | 0.54% | 21 |
|
|
2023
Q4 | $1.28M | Sell |
12,323
-177
| -1% | -$18.4K | 0.57% | 20 |
|
|
2023
Q3 | $1.19M | Sell |
12,500
-2,000
| -14% | -$190K | 0.54% | 23 |
|
|
2023
Q2 | $1.22M | Buy |
14,500
+5,279
| +57% | +$444K | 0.6% | 21 |
|
|
2023
Q1 | $819K | Buy |
9,221
+6
| +0.1% | +$533 | 0.42% | 27 |
|
|
2022
Q4 | $751K | Buy |
9,215
+969
| +12% | +$79K | 0.4% | 27 |
|
|
2022
Q3 | $661K | Hold |
8,246
| – | – | 0.36% | 33 |
|
|
2022
Q2 | $690K | Hold |
8,246
| – | – | 0.34% | 32 |
|
|
2022
Q1 | $871K | Hold |
8,246
| – | – | 0.36% | 32 |
|
|
2021
Q4 | $954K | Hold |
8,246
| – | – | 0.42% | 31 |
|
|
2021
Q3 | $844K | Hold |
8,246
| – | – | 0.45% | 31 |
|
|
2021
Q2 | $833K | Buy |
8,246
+1,157
| +16% | +$117K | 0.45% | 32 |
|
|
2021
Q1 | $644K | Hold |
7,089
| – | – | 0.44% | 34 |
|
|
2020
Q4 | $629K | Buy |
+7,089
| New | +$629K | 0.55% | 32 |
|