Vantage Financial Partners (Wisconsin)’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 | $12.7M | Sell |
84,265
-32,286
| -28% | -$4.86M | 2.92% | 8 |
|
|
2025
Q1 | $14.8M | Buy |
116,551
+3,657
| +3% | +$465K | 3.68% | 7 |
|
|
2024
Q4 | $15.7M | Buy |
112,894
+1,738
| +2% | +$242K | 3.94% | 6 |
|
|
2024
Q3 | $14.7M | Buy |
111,156
+3,958
| +4% | +$522K | 3.64% | 8 |
|
|
2024
Q2 | $13.7M | Buy |
107,198
+5,282
| +5% | +$673K | 3.55% | 8 |
|
|
2024
Q1 | $11.9M | Buy |
101,916
+2,733
| +3% | +$320K | 3.22% | 10 |
|
|
2023
Q4 | $10.3M | Buy |
99,183
+5,767
| +6% | +$600K | 3.03% | 11 |
|
|
2023
Q3 | $8.86M | Buy |
93,416
+4,197
| +5% | +$398K | 3.48% | 9 |
|
|
2023
Q2 | $8.71M | Buy |
89,219
+5,693
| +7% | +$556K | 3.26% | 11 |
|
|
2023
Q1 | $7.41M | Sell |
83,526
-4,192
| -5% | -$372K | 2.95% | 13 |
|
|
2022
Q4 | $7.15M | Sell |
87,718
-25,648
| -23% | -$2.09M | 4.26% | 9 |
|
|
2022
Q3 | $9.09M | Sell |
113,366
-351,292
| -76% | -$28.2M | 6.12% | 5 |
|
|
2022
Q2 | $38.9M | Sell |
464,658
-109,137
| -19% | -$9.13M | 22.95% | 1 |
|
|
2022
Q1 | $60.6M | Buy |
573,795
+322,398
| +128% | +$34.1M | 30.99% | 1 |
|
|
2021
Q4 | $29.1M | Buy |
+251,397
| New | +$29.1M | 11.38% | 3 |
|